Manage your address book

Modified on Fri, 7 Aug at 8:56 PM

Account & sign-inHOW-TO

Applicant · Contractor · Design-Professional

01	Manage your address book

Your address book stores contacts you use often — property owners, architects, engineers, subcontractors — so you don't retype them on every application.

This is most useful if you submit applications regularly. If you're applying once, you can enter contacts directly on the application and skip this.

Before you start

Add a contact

1	Open your address book.
2	Choose to add a new contact.
3	Enter their name, email, phone, and mailing address. Add a company name and license number where they apply.
4	Save.

Saved contacts are available to select the next time an application asks for one.

Edit or remove a contact

Open your address book and find the contact.
Edit their details, or remove them.
Save.

Editing a contact doesn't change applications you've already submitted. Those keep the details as they were at the time — permits are records, and their history stays fixed. If a contact on an active project needs updating, change it on the project itself, or ask the office handling your application.

Two things worth getting right

An address book contact is not the same as project access. Saving someone here doesn't let them sign in and see the project. It only saves their details for forms. To give someone actual access, invite them — see Invite someone to your project.

Contact details matter more than they look. Some notices go to contacts listed on a project, not only to whoever submitted it. A wrong or outdated email here can mean a correction notice nobody sees while the project sits still.

If something goes wrong

Problem	What to do
A saved contact doesn't appear on an application	The form may only accept certain contact types for that role. Enter the details directly, and check the saved record is complete.
You can't edit a contact	It may be locked to an active permit. Contact the office.
A contact appears twice	Remove the duplicate you aren't using. Removing it doesn't affect submitted applications.

Update your account information · Applying for a permit · Invite someone to your project