---
title: Organizations & Contacts
slug: organizations-and-contacts
docTags: 
createdAt: 2021-10-18T13:38:52.000Z
---

'Organization' and 'Contacts' are CRM entities, you can learn more about entities [here](https://docs.hyperportal.org/entity-creationmanagment).

### Organizations

The 'Organization' entity is used to add organizations and businesses to HyperPortal. 

### Creating the organization

 To add a new organization you need to click on CRM -> Organizations, then on Add: Organization.

::Image[]{src="https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/kGwLMFq9VtkiV9WaKPGo9_image.png" size="74" width="400" height="579" position="center" darkWidth="400" darkHeight="579" showCaption="false"}

Then at the left side of the screen, you can enter information about the organization that you want to add, such as name, location, communication data, communication preferences, etc. 

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/Sn0Lhmt_Rw2AljAPrGhXf_image.png)

You can also add existing contact entity items as organization members, but it can only be done from the contact\`s side. 

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/gPlysvslqZnTWRdPVOzKV_image.png)

You can check the members of the organization in the contact referrals section of the organization\`s page.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/tR3xdhVewC4096gqG1PQc_image.png)

### Contacts

The Contact entity is used to add clients and employees to HyperPortal.

### Creating the contact

To add a new contact you need to click on CRM ->contacts, then on Add: contact.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/R7K_t-jwIo1QUu0yk5JP__image.png)

Now you can enter all necessary information such as first and last name, language, communication info (Phone numbers, email addresses.), etc.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/SROsr3yKje6zGVjywwNub_image.png)

It\`s important to enter the user\`s email address to give them the ability to log in to HyperPortal. You can learn more about the login process and contact management [here](https://docs.hyperportal.org/).

Contacts can be assigned to Groups to manage their permissions. You can learn more about groups [here](https://docs.hyperportal.org/groups) and [here](https://docs.hyperportal.org/permissions) you can learn more about permissions.

Contacts also are can be used to work with GDPR, you can learn more about [GDPR](https://docs.hyperportal.org/gdpr-settings).

After the creation of the new contact, the new XDMS organization is created. This is because the contact can\`t exist in XDMS without an organization.