---
title: "Contact Roles"
url: "https://epona-support.ardex.tech/en/article/contact-roles"
language: "en"
last_updated: "2026-05-15T05:13:25.070Z"
---

# Contact Roles

In this screen you can update, create and manage all contact roles in your system

Every time you enter in a contact in the system they will need to have a role.  
By default we have provided you a list of roles which are most commonly used.  
However you can have the freedom to change this.

![](https://cdn-assets.productfruits.com/21594406-4430-4e1e-8c44-9616a5c5463d)

### What are Contact Roles?

Contact Roles define the relationship between a contact and your workspace — for example, Owner, Trainer, Veterinarian, Farrier, or Agent. Every contact you add to EPONA can be assigned a role, making it easy to understand at a glance who that person is and how they fit into your operation.

Roles are workspace-scoped, so you create exactly the roles your team uses — no more, no less.

### Where does it appear?

-   **Add/edit contact** — the Role field on the contact form
-   **Contact list** — filter contacts by role to quickly find all owners, all vets, etc.
-   **Communications** — role-based filtering can help target the right contacts when sending notifications
-   *(Future)* **Reports** — break down financial and operational data by contact role

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### How to manage Contact Roles

#### Add a role

1.  Go to **Settings → Category Management → Contact Roles**.
2.  Type the role name in the **Category Name** field.
3.  Click **\+ Add Category**.

#### Set a default

Toggle the **Default** switch on the role that should pre-fill when adding a new contact. Only one role can be the default at a time.

#### Reorder roles

Drag the ⠿ handle to reorder. The order here determines the order in the contact form dropdown.

#### Edit a role name

Click the **pencil icon**, update the name, and save. Existing contacts assigned that role are updated automatically.

#### Archive a role

Click the **archive icon** to retire a role. It won't appear in dropdowns for new contacts but remains on existing records. Use **Show archived** to restore it if needed.

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### Tips

> 💡 **Think about how you'll filter, not just how you'll label.** Roles you create become filter options on your Contact list. A role like "Service Provider" is less useful for filtering than "Farrier" or "Veterinarian".

> 💡 **One contact, one primary role.** EPONA assigns one role per contact. If a person wears multiple hats, choose the role that best describes their primary relationship to your workspace.