Contacts

Overview
Contacts in CE One Source are **WordPress user accounts** on the subsite (residents, building admins, staff, subcontractors). The **All Contacts** area lists these users; staff use it to register new people, open a contact profile, and manage related records (units, relationships, pets, vehicles, addresses, preferences, and more depending on enabled features and roles).

Access is role- and capability-based (for example `client_admin` and module flags). Some sites use a **Plan Warrantee** variant of the contacts UI.

How to Create
How to Update
Basic field information (New Contact modal)

How to Create

A directory of important contacts, including staff, departments, and external service providers. This can help guests and staff quickly find and communicate with the right people.

Please find attached the video for the Contacts/Accounts.

All Contacts - Here you can view all user logins for contacts, displaying full names, email addresses, status, date of birth and contact type added. You also have the option to view or edit a contact's profile by selecting the three-dot icon under "Actions."

A “New Contact” button is also available for adding new contacts to the system. By clicking this button, users can input the necessary information to register and manage additional contacts.

It can also be categorized based on Residents, Resources, Staff, and Building Admin.

After completing all required details, click “Register.”

How to Update

1. From All Contacts, locate the person (search, filters, or pagination as provided).

2. Open their profile / edit contact view.

3. Update core user fields (name, email, role-related settings) and any linked sections (units, relationships, pets, vehicles, preferences, resources for subcontractors, etc.) using the tabs or modals your site exposes.

Changes are saved through the theme’s edit-contact handlers and AJAX endpoints where applicable; always use Save / submit actions shown on the form.

Basic field information (New Contact modal)

Field label (UI)	Purpose
Username	Login identifier; must be unique.
First Name	Given name (required).
Last Name	Family name (required).
Email Address	Primary or alternate contact email depending on site rules.
Role	Resident User, Building Admin, Subcontractor, Staff User.

After creation, **unit assignment**, **owner vs resident**, and other data live on **Units** and profile subsections—not on this minimal registration form alone.