> For the complete documentation index, see [llms.txt](https://orbit-b2b.gitbook.io/orbit-b2b-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://orbit-b2b.gitbook.io/orbit-b2b-docs/companies/invite-contacts.md).

# Invite contacts

Two ways to add contacts to a Company:

1. **Manual add** — pick existing Shopify customers from a picker (Contacts tab)
2. **Self-registration via invite link** — share a unique URL so contacts register themselves (Registration tab)

The invite-link method is typically faster and scales better when the company has many buyers.

***

## The invite link

Open the Company editor → **Registration** tab.

You'll see:

* **Registration link** — a unique URL with format `https://yourstore.com/pages/register?company=<slug>`
* **Copy** button — copies the link to clipboard
* **Reset link** button — rotates the slug. The old link stops working immediately; use this if the link was leaked
* **Invite contact** button — opens an email form to send the link directly

The link locks the registration form to "Join company" mode (the customer can't switch to Individual or A company). They fill personal info only (name, email, phone, message). Tax ID and address are hidden because the company already has them on file.

***

## Send invite emails

Click **Invite contact** → enter one or more email addresses (one per line, or comma-separated). The app sends the templated `company_invite` email to each address with the registration link inside.

You can customize the email subject and body in **Settings → Email Settings → Company Invite**.

If you leave the textarea empty and the company's main email is set, the invite goes to the company's email by default.

***

## Manual add (Contacts tab)

Switch to the **Contacts** tab in the Company editor. Click **Add contact** to open a customer picker:

* Search by email or name
* Pick one or more existing Shopify customers
* They're added on Save

Limitations:

* The customer must already exist on Shopify. To add a brand-new customer, either:
  * Have them register via the invite link (recommended)
  * Create the Shopify customer manually first, then add them as a contact
* A customer can only be a contact of **one company at a time**. The picker hides anyone already linked to a different company.

***

## After a contact is added (manual OR via invite approval)

* The customer's `customerGroupId` tag is applied (if the company has one assigned)
* The customer appears in:
  * This company's **Contacts** tab
  * The Customer Group's **Members** list (if the company has a tier)
  * **Registration → All customers** view, with "Company" badge and origin = Manual (or Registered for invite-link approvals)

If the customer was already in a Customer Group with a different tag, the Company's tier tag takes priority.

***

## What if I want to remove a contact?

Open the Company → Contacts tab → click the X next to the contact → Save. On save:

* The contact is removed from the company's `contactIds`
* Their wholesale tag is removed (unless they're a contact in another company that uses the same tier)
* They no longer see wholesale pricing at checkout unless they're added back somewhere


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