--- title: How do I add a contact to a project? description: Adding a customer to a project is quick and easy. Navigate to the project, click into the Project Details page, and select the Access tab --- [Skip to content](https://help.ressiosoftware.com/how-do-i-add-a-contact-to-a-project#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [FAQs](https://help.ressiosoftware.com/faqs?hsLang=en) 3. [Customers](https://help.ressiosoftware.com/faqs?hsLang=en#customers) # How do I add a contact to a project? Adding a customer to a project is quick and easy. Just follow the steps below: ### **1. Go to the Project Details Page** - Navigate to the project you want to add the customer to - Click into the **Project Details** page ### **2. Open the Customer Tab** - Once in the **Project Details**, click on the **Customer** tab - This is where you’ll manage customer accounts for the project ### **3. Add a Customer Account** You have two options: - **Search for an existing customer**: Start typing in the search bar, and Ressio will automatically filter based on your input - **Create a new customer**: Click the **+ (plus) button** to create a new customer account if it doesn’t already exist 🔍 Want more help creating a new customer account? Check out the [Help Document on Creating a Customer](https://help.ressiosoftware.com/inviting-clients-to-ressio?hsLang=en). ### **4. Assign the Customer to the Project** - Once you’ve found or created the customer, select them to add them to the project. - The customer will be added **without access** initially. ### **5. Grant Project Access** - To give the customer access to the job, click the **plus (+)** icon next to their name. - Then click **Save & Invite**. - After this, the customer’s contact will show under **Contacts with Access**.     - [Getting started](https://help.ressiosoftware.com/getting-started?hsLang=en) - [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en#main-content) - [Schedule](https://help.ressiosoftware.com/feature-guides?hsLang=en#schedule) - [Estimate](https://help.ressiosoftware.com/feature-guides?hsLang=en#estimate) - [Specs](https://help.ressiosoftware.com/feature-guides?hsLang=en#specs) - [Budget](https://help.ressiosoftware.com/feature-guides?hsLang=en#budget) - [Invoices](https://help.ressiosoftware.com/feature-guides?hsLang=en#invoices) - [Approvals](https://help.ressiosoftware.com/feature-guides?hsLang=en#approvals) - [Time Clock](https://help.ressiosoftware.com/feature-guides?hsLang=en#time-clock) - [Calendar](https://help.ressiosoftware.com/feature-guides?hsLang=en#calendar) - [Daily Log](https://help.ressiosoftware.com/feature-guides?hsLang=en#daily-log) - [Change Orders](https://help.ressiosoftware.com/feature-guides?hsLang=en#change-orders) - [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides?hsLang=en#messaging-notifications) - [Client Portal](https://help.ressiosoftware.com/feature-guides?hsLang=en#client-portal) - [Settings](https://help.ressiosoftware.com/feature-guides?hsLang=en#settings) - [Projects](https://help.ressiosoftware.com/feature-guides?hsLang=en#projects) - [Selections](https://help.ressiosoftware.com/feature-guides?hsLang=en#selections) - [Prospect management](https://help.ressiosoftware.com/feature-guides?hsLang=en#prospect-management) - [Vendor Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#vendor-management) - [Cost Catalog](https://help.ressiosoftware.com/feature-guides?hsLang=en#cost-catalog) - [To-dos](https://help.ressiosoftware.com/feature-guides?hsLang=en#to-dos) - [Bid Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#bid-management) - [Plan hub](https://help.ressiosoftware.com/feature-guides?hsLang=en#plan-hub) - [General](https://help.ressiosoftware.com/feature-guides?hsLang=en#general) - [Proposals](https://help.ressiosoftware.com/feature-guides?hsLang=en#proposals) - [Files](https://help.ressiosoftware.com/feature-guides?hsLang=en#files) - [Ressio Payment Processing](https://help.ressiosoftware.com/feature-guides?hsLang=en#ressio-payment-processing) - [Financial Tools & Services](https://help.ressiosoftware.com/feature-guides?hsLang=en#financial-tools-services) - [Mason](https://help.ressiosoftware.com/feature-guides?hsLang=en#mason) - [Reports](https://help.ressiosoftware.com/feature-guides?hsLang=en#reports) - [Warranty](https://help.ressiosoftware.com/feature-guides?hsLang=en#warranty) - [Automations](https://help.ressiosoftware.com/feature-guides?hsLang=en#automations) - [FAQs](https://help.ressiosoftware.com/faqs?hsLang=en#main-content) - [Vendors](https://help.ressiosoftware.com/faqs?hsLang=en#vendors) - [Estimate](https://help.ressiosoftware.com/faqs?hsLang=en#estimate) - [QuickBooks Online](https://help.ressiosoftware.com/faqs?hsLang=en#quickbooks-online) - [Customers](https://help.ressiosoftware.com/faqs?hsLang=en#customers) - [Files](https://help.ressiosoftware.com/faqs?hsLang=en#files) - [Invoices](https://help.ressiosoftware.com/faqs?hsLang=en#invoices) - [My account](https://help.ressiosoftware.com/faqs?hsLang=en#my-account) - [Insurance](https://help.ressiosoftware.com/faqs?hsLang=en#insurance) - [Time Clock](https://help.ressiosoftware.com/faqs?hsLang=en#time-clock) - [Selections](https://help.ressiosoftware.com/faqs?hsLang=en#selections) - [Templates](https://help.ressiosoftware.com/faqs?hsLang=en#templates) - [Mason AI](https://help.ressiosoftware.com/faqs?hsLang=en#mason-ai) - [Troubleshooting](https://help.ressiosoftware.com/troubleshooting?hsLang=en) - [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://help.ressiosoftware.com/integrations?hsLang=en#quickbooks-online) - [File Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#file-integrations) - [Sero](https://help.ressiosoftware.com/integrations?hsLang=en#sero) - [Adaptive](https://help.ressiosoftware.com/integrations?hsLang=en#adaptive) - [AI](https://help.ressiosoftware.com/integrations?hsLang=en#ai) - [Account](https://help.ressiosoftware.com/account?hsLang=en) [![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Logo%20Dock%20Icon-1.png?width=50&height=50&name=Logo%20Dock%20Icon-1.png)](http://ressiosoftware.com) [www.ressiosoftware.com](http://www.ressiosoftware.com) Copyright © 2026, Ressio Software