Assign Roles to Contacts

Assign roles to selected contacts

1. In Contacts, select one or more contact rows.
2. Select More in the selected-contact action bar.
3. Choose Manage roles.
4. Choose an Agent, Contributor, or Unassign tab.
5. Select the teammate or teammates, review the affected contact count, and use the enabled confirmation button only when the change is correct.

Role behavior

• Agent assigns one primary point person across the selected contacts.
• Contributor lets you select multiple teammates to add as contributors.
• Unassign lists teammates currently assigned across the selection and removes the selected teammates.

The panel shows each teammate’s current assignment state across the selected contacts before you confirm. It does not save a change until you select a teammate and use its confirmation button.

Assign teams instead

Use More → Assign teams to add teams to selected contacts. Team assignment is additive: it adds the teams you select rather than replacing existing teams.

Related guides

• Filter and Update Contacts in Bulk
• Manage a Contact Record