[{"data":1,"prerenderedAt":878},["ShallowReactive",2],{"content-/contacts/contact-labels":3,"docs-toc":500},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"type":10,"status":11,"applies_to":12,"last_reviewed":14,"related":15,"body":18,"_type":494,"_id":495,"_source":496,"_file":497,"_stem":498,"_extension":499},"/contacts/contact-labels","contacts",false,"","Contact labels","The built-in contact labels, custom labels, and how label rules affect what a contact can do.","reference","live",[13],"shared","2026-07-08",[16,17],"/contacts/the-contact-directory","/contacts/positions-and-connections",{"type":19,"children":20,"toc":485},"root",[21,29,35,42,250,259,264,270,314,319,324,330,356,399,404,410,429,435,440,480],{"type":22,"tag":23,"props":24,"children":26},"element","h1",{"id":25},"contact-labels",[27],{"type":28,"value":8},"text",{"type":22,"tag":30,"props":31,"children":32},"p",{},[33],{"type":28,"value":34},"A contact label describes what kind of relationship the person has with your organisation. Labels appear as coloured badges throughout PropLink — in the contact directory, on contact records and in pickers. PropLink ships with a fixed set of labels and lets you add custom ones.",{"type":22,"tag":36,"props":37,"children":39},"h2",{"id":38},"built-in-labels",[40],{"type":28,"value":41},"Built-in labels",{"type":22,"tag":43,"props":44,"children":45},"table",{},[46,70],{"type":22,"tag":47,"props":48,"children":49},"thead",{},[50],{"type":22,"tag":51,"props":52,"children":53},"tr",{},[54,60,65],{"type":22,"tag":55,"props":56,"children":57},"th",{},[58],{"type":28,"value":59},"Label",{"type":22,"tag":55,"props":61,"children":62},{},[63],{"type":28,"value":64},"Used for",{"type":22,"tag":55,"props":66,"children":67},{},[68],{"type":28,"value":69},"Rules",{"type":22,"tag":71,"props":72,"children":73},"tbody",{},[74,93,111,128,146,164,181,198,215,232],{"type":22,"tag":51,"props":75,"children":76},{},[77,83,88],{"type":22,"tag":78,"props":79,"children":80},"td",{},[81],{"type":28,"value":82},"Resident",{"type":22,"tag":78,"props":84,"children":85},{},[86],{"type":28,"value":87},"Anyone living at a property",{"type":22,"tag":78,"props":89,"children":90},{},[91],{"type":28,"value":92},"Can be invited to ResidencePort",{"type":22,"tag":51,"props":94,"children":95},{},[96,101,106],{"type":22,"tag":78,"props":97,"children":98},{},[99],{"type":28,"value":100},"Leaseholder",{"type":22,"tag":78,"props":102,"children":103},{},[104],{"type":28,"value":105},"The holder of a long lease",{"type":22,"tag":78,"props":107,"children":108},{},[109],{"type":28,"value":110},"Can be invited to ResidencePort; can be a unit's primary billable contact",{"type":22,"tag":51,"props":112,"children":113},{},[114,119,124],{"type":22,"tag":78,"props":115,"children":116},{},[117],{"type":28,"value":118},"Tenant",{"type":22,"tag":78,"props":120,"children":121},{},[122],{"type":28,"value":123},"An assured shorthold tenant",{"type":22,"tag":78,"props":125,"children":126},{},[127],{"type":28,"value":110},{"type":22,"tag":51,"props":129,"children":130},{},[131,136,141],{"type":22,"tag":78,"props":132,"children":133},{},[134],{"type":28,"value":135},"Director",{"type":22,"tag":78,"props":137,"children":138},{},[139],{"type":28,"value":140},"RMC or freeholder company director",{"type":22,"tag":78,"props":142,"children":143},{},[144],{"type":28,"value":145},"Appears in director lists; receives director-only announcements",{"type":22,"tag":51,"props":147,"children":148},{},[149,154,159],{"type":22,"tag":78,"props":150,"children":151},{},[152],{"type":28,"value":153},"Agent",{"type":22,"tag":78,"props":155,"children":156},{},[157],{"type":28,"value":158},"External or internal agent contact",{"type":22,"tag":78,"props":160,"children":161},{},[162],{"type":28,"value":163},"None",{"type":22,"tag":51,"props":165,"children":166},{},[167,172,177],{"type":22,"tag":78,"props":168,"children":169},{},[170],{"type":28,"value":171},"Freeholder",{"type":22,"tag":78,"props":173,"children":174},{},[175],{"type":28,"value":176},"The freeholder representative",{"type":22,"tag":78,"props":178,"children":179},{},[180],{"type":28,"value":163},{"type":22,"tag":51,"props":182,"children":183},{},[184,189,194],{"type":22,"tag":78,"props":185,"children":186},{},[187],{"type":28,"value":188},"Executor",{"type":22,"tag":78,"props":190,"children":191},{},[192],{"type":28,"value":193},"Estate of a deceased leaseholder",{"type":22,"tag":78,"props":195,"children":196},{},[197],{"type":28,"value":163},{"type":22,"tag":51,"props":199,"children":200},{},[201,206,211],{"type":22,"tag":78,"props":202,"children":203},{},[204],{"type":28,"value":205},"Solicitor",{"type":22,"tag":78,"props":207,"children":208},{},[209],{"type":28,"value":210},"Acting for a leaseholder or tenant",{"type":22,"tag":78,"props":212,"children":213},{},[214],{"type":28,"value":163},{"type":22,"tag":51,"props":216,"children":217},{},[218,223,228],{"type":22,"tag":78,"props":219,"children":220},{},[221],{"type":28,"value":222},"Next of kin",{"type":22,"tag":78,"props":224,"children":225},{},[226],{"type":28,"value":227},"Emergency contact only",{"type":22,"tag":78,"props":229,"children":230},{},[231],{"type":28,"value":163},{"type":22,"tag":51,"props":233,"children":234},{},[235,240,245],{"type":22,"tag":78,"props":236,"children":237},{},[238],{"type":28,"value":239},"Other",{"type":22,"tag":78,"props":241,"children":242},{},[243],{"type":28,"value":244},"Anything else",{"type":22,"tag":78,"props":246,"children":247},{},[248],{"type":28,"value":249},"Generic, no special behaviour",{"type":22,"tag":251,"props":252,"children":253},"note",{},[254],{"type":22,"tag":30,"props":255,"children":256},{},[257],{"type":28,"value":258},"Built-in labels are locked. They cannot be renamed, edited or deleted, so the behaviour attached to them is always consistent.",{"type":22,"tag":30,"props":260,"children":261},{},[262],{"type":28,"value":263},"A single contact can hold more than one label. A common case is a leaseholder who is also an RMC director.",{"type":22,"tag":36,"props":265,"children":267},{"id":266},"add-labels-to-a-contact",[268],{"type":28,"value":269},"Add labels to a contact",{"type":22,"tag":271,"props":272,"children":273},"steps",{},[274],{"type":22,"tag":275,"props":276,"children":277},"ol",{},[278,284,297,309],{"type":22,"tag":279,"props":280,"children":281},"li",{},[282],{"type":28,"value":283},"Open the contact.",{"type":22,"tag":279,"props":285,"children":286},{},[287,289,295],{"type":28,"value":288},"Click ",{"type":22,"tag":290,"props":291,"children":292},"strong",{},[293],{"type":28,"value":294},"Edit Details",{"type":28,"value":296},".",{"type":22,"tag":279,"props":298,"children":299},{},[300,302,307],{"type":28,"value":301},"In the ",{"type":22,"tag":290,"props":303,"children":304},{},[305],{"type":28,"value":306},"Label(s)",{"type":28,"value":308}," field, pick every label that applies.",{"type":22,"tag":279,"props":310,"children":311},{},[312],{"type":28,"value":313},"Save.",{"type":22,"tag":30,"props":315,"children":316},{},[317],{"type":28,"value":318},"Labels can also be set when creating a contact, including from the quick-create window used elsewhere in PropLink (for example when tying a contact to a unit).",{"type":22,"tag":30,"props":320,"children":321},{},[322],{"type":28,"value":323},"If you want a contact to be a leaseholder of one unit and a tenant of another, you do not need separate contacts. Labels apply to the contact overall, and the unit-level connection records which they are at each unit.",{"type":22,"tag":36,"props":325,"children":327},{"id":326},"custom-labels",[328],{"type":28,"value":329},"Custom labels",{"type":22,"tag":30,"props":331,"children":332},{},[333,335,341,343,348,349,354],{"type":28,"value":334},"Your firm may need bespoke labels (for example ",{"type":22,"tag":336,"props":337,"children":338},"em",{},[339],{"type":28,"value":340},"Block secretary",{"type":28,"value":342},", ",{"type":22,"tag":336,"props":344,"children":345},{},[346],{"type":28,"value":347},"Concierge",{"type":28,"value":342},{"type":22,"tag":336,"props":350,"children":351},{},[352],{"type":28,"value":353},"Cleaner",{"type":28,"value":355},"). To add one:",{"type":22,"tag":271,"props":357,"children":358},{},[359],{"type":22,"tag":275,"props":360,"children":361},{},[362,373,378,383,395],{"type":22,"tag":279,"props":363,"children":364},{},[365,367,372],{"type":28,"value":366},"Open ",{"type":22,"tag":290,"props":368,"children":369},{},[370],{"type":28,"value":371},"Organisation → Contact Labels → Create Label",{"type":28,"value":296},{"type":22,"tag":279,"props":374,"children":375},{},[376],{"type":28,"value":377},"Name it.",{"type":22,"tag":279,"props":379,"children":380},{},[381],{"type":28,"value":382},"Pick a colour from the ten-swatch palette. The colour is used for the label's badge everywhere it appears.",{"type":22,"tag":279,"props":384,"children":385},{},[386,388,393],{"type":28,"value":387},"Optionally switch on ",{"type":22,"tag":290,"props":389,"children":390},{},[391],{"type":28,"value":392},"rules",{"type":28,"value":394},": whether contacts with this label can be invited to ResidencePort, whether they can be a unit's primary billable contact, and whether they appear in director lists.",{"type":22,"tag":279,"props":396,"children":397},{},[398],{"type":28,"value":313},{"type":22,"tag":30,"props":400,"children":401},{},[402],{"type":28,"value":403},"Custom labels can be edited or deleted later from the same screen. A label that is still assigned to contacts cannot be deleted — remove it from those contacts first.",{"type":22,"tag":36,"props":405,"children":407},{"id":406},"filtering-the-directory-by-label",[408],{"type":28,"value":409},"Filtering the directory by label",{"type":22,"tag":30,"props":411,"children":412},{},[413,415,420,422,428],{"type":28,"value":414},"The contact directory shows a tab for every label, with a count of the contacts holding it. Click a tab to filter the list to that label; the ",{"type":22,"tag":290,"props":416,"children":417},{},[418],{"type":28,"value":419},"All",{"type":28,"value":421}," tab shows everyone. See ",{"type":22,"tag":423,"props":424,"children":425},"a",{"href":16},[426],{"type":28,"value":427},"The contact directory",{"type":28,"value":296},{"type":22,"tag":36,"props":430,"children":432},{"id":431},"how-label-rules-affect-access",[433],{"type":28,"value":434},"How label rules affect access",{"type":22,"tag":30,"props":436,"children":437},{},[438],{"type":28,"value":439},"A contact's labels decide what they can do:",{"type":22,"tag":441,"props":442,"children":443},"ul",{},[444,453,463],{"type":22,"tag":279,"props":445,"children":446},{},[447,451],{"type":22,"tag":290,"props":448,"children":449},{},[450],{"type":28,"value":92},{"type":28,"value":452}," — only contacts holding a label with this rule can be sent a ResidencePort invitation or sign in to ResidencePort. Resident, Leaseholder and Tenant carry this rule by default.",{"type":22,"tag":279,"props":454,"children":455},{},[456,461],{"type":22,"tag":290,"props":457,"children":458},{},[459],{"type":28,"value":460},"Can be primary billable",{"type":28,"value":462}," — when choosing a unit's primary billable contact, only contacts holding a label with this rule are offered. Leaseholder and Tenant carry this rule by default. Existing units keep their current billable contact until you change it.",{"type":22,"tag":279,"props":464,"children":465},{},[466,471,473,478],{"type":22,"tag":290,"props":467,"children":468},{},[469],{"type":28,"value":470},"Appears in director lists",{"type":28,"value":472}," — announcements sent with the ",{"type":22,"tag":290,"props":474,"children":475},{},[476],{"type":28,"value":477},"Directors only",{"type":28,"value":479}," audience reach only contacts holding a label with this rule. Director carries this rule by default.",{"type":22,"tag":30,"props":481,"children":482},{},[483],{"type":28,"value":484},"Labels are not the same as PropLink user roles. A leaseholder is a contact, not a PropLink user. They sign in to ResidencePort, not to the admin app.",{"title":7,"searchDepth":486,"depth":486,"links":487},3,[488,490,491,492,493],{"id":38,"depth":489,"text":41},2,{"id":266,"depth":489,"text":269},{"id":326,"depth":489,"text":329},{"id":406,"depth":489,"text":409},{"id":431,"depth":489,"text":434},"markdown","content:04.contacts:contact-labels.md","content","04.contacts/contact-labels.md","04.contacts/contact-labels","md",{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"type":10,"status":11,"applies_to":501,"last_reviewed":14,"related":502,"body":503,"_type":494,"_id":495,"_source":496,"_file":497,"_stem":498,"_extension":499},[13],[16,17],{"type":19,"children":504,"toc":871},[505,509,513,517,691,698,702,706,738,742,746,750,769,805,809,813,827,831,835,867],{"type":22,"tag":23,"props":506,"children":507},{"id":25},[508],{"type":28,"value":8},{"type":22,"tag":30,"props":510,"children":511},{},[512],{"type":28,"value":34},{"type":22,"tag":36,"props":514,"children":515},{"id":38},[516],{"type":28,"value":41},{"type":22,"tag":43,"props":518,"children":519},{},[520,538],{"type":22,"tag":47,"props":521,"children":522},{},[523],{"type":22,"tag":51,"props":524,"children":525},{},[526,530,534],{"type":22,"tag":55,"props":527,"children":528},{},[529],{"type":28,"value":59},{"type":22,"tag":55,"props":531,"children":532},{},[533],{"type":28,"value":64},{"type":22,"tag":55,"props":535,"children":536},{},[537],{"type":28,"value":69},{"type":22,"tag":71,"props":539,"children":540},{},[541,556,571,586,601,616,631,646,661,676],{"type":22,"tag":51,"props":542,"children":543},{},[544,548,552],{"type":22,"tag":78,"props":545,"children":546},{},[547],{"type":28,"value":82},{"type":22,"tag":78,"props":549,"children":550},{},[551],{"type":28,"value":87},{"type":22,"tag":78,"props":553,"children":554},{},[555],{"type":28,"value":92},{"type":22,"tag":51,"props":557,"children":558},{},[559,563,567],{"type":22,"tag":78,"props":560,"children":561},{},[562],{"type":28,"value":100},{"type":22,"tag":78,"props":564,"children":565},{},[566],{"type":28,"value":105},{"type":22,"tag":78,"props":568,"children":569},{},[570],{"type":28,"value":110},{"type":22,"tag":51,"props":572,"children":573},{},[574,578,582],{"type":22,"tag":78,"props":575,"children":576},{},[577],{"type":28,"value":118},{"type":22,"tag":78,"props":579,"children":580},{},[581],{"type":28,"value":123},{"type":22,"tag":78,"props":583,"children":584},{},[585],{"type":28,"value":110},{"type":22,"tag":51,"props":587,"children":588},{},[589,593,597],{"type":22,"tag":78,"props":590,"children":591},{},[592],{"type":28,"value":135},{"type":22,"tag":78,"props":594,"children":595},{},[596],{"type":28,"value":140},{"type":22,"tag":78,"props":598,"children":599},{},[600],{"type":28,"value":145},{"type":22,"tag":51,"props":602,"children":603},{},[604,608,612],{"type":22,"tag":78,"props":605,"children":606},{},[607],{"type":28,"value":153},{"type":22,"tag":78,"props":609,"children":610},{},[611],{"type":28,"value":158},{"type":22,"tag":78,"props":613,"children":614},{},[615],{"type":28,"value":163},{"type":22,"tag":51,"props":617,"children":618},{},[619,623,627],{"type":22,"tag":78,"props":620,"children":621},{},[622],{"type":28,"value":171},{"type":22,"tag":78,"props":624,"children":625},{},[626],{"type":28,"value":176},{"type":22,"tag":78,"props":628,"children":629},{},[630],{"type":28,"value":163},{"type":22,"tag":51,"props":632,"children":633},{},[634,638,642],{"type":22,"tag":78,"props":635,"children":636},{},[637],{"type":28,"value":188},{"type":22,"tag":78,"props":639,"children":640},{},[641],{"type":28,"value":193},{"type":22,"tag":78,"props":643,"children":644},{},[645],{"type":28,"value":163},{"type":22,"tag":51,"props":647,"children":648},{},[649,653,657],{"type":22,"tag":78,"props":650,"children":651},{},[652],{"type":28,"value":205},{"type":22,"tag":78,"props":654,"children":655},{},[656],{"type":28,"value":210},{"type":22,"tag":78,"props":658,"children":659},{},[660],{"type":28,"value":163},{"type":22,"tag":51,"props":662,"children":663},{},[664,668,672],{"type":22,"tag":78,"props":665,"children":666},{},[667],{"type":28,"value":222},{"type":22,"tag":78,"props":669,"children":670},{},[671],{"type":28,"value":227},{"type":22,"tag":78,"props":673,"children":674},{},[675],{"type":28,"value":163},{"type":22,"tag":51,"props":677,"children":678},{},[679,683,687],{"type":22,"tag":78,"props":680,"children":681},{},[682],{"type":28,"value":239},{"type":22,"tag":78,"props":684,"children":685},{},[686],{"type":28,"value":244},{"type":22,"tag":78,"props":688,"children":689},{},[690],{"type":28,"value":249},{"type":22,"tag":251,"props":692,"children":693},{},[694],{"type":22,"tag":30,"props":695,"children":696},{},[697],{"type":28,"value":258},{"type":22,"tag":30,"props":699,"children":700},{},[701],{"type":28,"value":263},{"type":22,"tag":36,"props":703,"children":704},{"id":266},[705],{"type":28,"value":269},{"type":22,"tag":271,"props":707,"children":708},{},[709],{"type":22,"tag":275,"props":710,"children":711},{},[712,716,725,734],{"type":22,"tag":279,"props":713,"children":714},{},[715],{"type":28,"value":283},{"type":22,"tag":279,"props":717,"children":718},{},[719,720,724],{"type":28,"value":288},{"type":22,"tag":290,"props":721,"children":722},{},[723],{"type":28,"value":294},{"type":28,"value":296},{"type":22,"tag":279,"props":726,"children":727},{},[728,729,733],{"type":28,"value":301},{"type":22,"tag":290,"props":730,"children":731},{},[732],{"type":28,"value":306},{"type":28,"value":308},{"type":22,"tag":279,"props":735,"children":736},{},[737],{"type":28,"value":313},{"type":22,"tag":30,"props":739,"children":740},{},[741],{"type":28,"value":318},{"type":22,"tag":30,"props":743,"children":744},{},[745],{"type":28,"value":323},{"type":22,"tag":36,"props":747,"children":748},{"id":326},[749],{"type":28,"value":329},{"type":22,"tag":30,"props":751,"children":752},{},[753,754,758,759,763,764,768],{"type":28,"value":334},{"type":22,"tag":336,"props":755,"children":756},{},[757],{"type":28,"value":340},{"type":28,"value":342},{"type":22,"tag":336,"props":760,"children":761},{},[762],{"type":28,"value":347},{"type":28,"value":342},{"type":22,"tag":336,"props":765,"children":766},{},[767],{"type":28,"value":353},{"type":28,"value":355},{"type":22,"tag":271,"props":770,"children":771},{},[772],{"type":22,"tag":275,"props":773,"children":774},{},[775,784,788,792,801],{"type":22,"tag":279,"props":776,"children":777},{},[778,779,783],{"type":28,"value":366},{"type":22,"tag":290,"props":780,"children":781},{},[782],{"type":28,"value":371},{"type":28,"value":296},{"type":22,"tag":279,"props":785,"children":786},{},[787],{"type":28,"value":377},{"type":22,"tag":279,"props":789,"children":790},{},[791],{"type":28,"value":382},{"type":22,"tag":279,"props":793,"children":794},{},[795,796,800],{"type":28,"value":387},{"type":22,"tag":290,"props":797,"children":798},{},[799],{"type":28,"value":392},{"type":28,"value":394},{"type":22,"tag":279,"props":802,"children":803},{},[804],{"type":28,"value":313},{"type":22,"tag":30,"props":806,"children":807},{},[808],{"type":28,"value":403},{"type":22,"tag":36,"props":810,"children":811},{"id":406},[812],{"type":28,"value":409},{"type":22,"tag":30,"props":814,"children":815},{},[816,817,821,822,826],{"type":28,"value":414},{"type":22,"tag":290,"props":818,"children":819},{},[820],{"type":28,"value":419},{"type":28,"value":421},{"type":22,"tag":423,"props":823,"children":824},{"href":16},[825],{"type":28,"value":427},{"type":28,"value":296},{"type":22,"tag":36,"props":828,"children":829},{"id":431},[830],{"type":28,"value":434},{"type":22,"tag":30,"props":832,"children":833},{},[834],{"type":28,"value":439},{"type":22,"tag":441,"props":836,"children":837},{},[838,846,854],{"type":22,"tag":279,"props":839,"children":840},{},[841,845],{"type":22,"tag":290,"props":842,"children":843},{},[844],{"type":28,"value":92},{"type":28,"value":452},{"type":22,"tag":279,"props":847,"children":848},{},[849,853],{"type":22,"tag":290,"props":850,"children":851},{},[852],{"type":28,"value":460},{"type":28,"value":462},{"type":22,"tag":279,"props":855,"children":856},{},[857,861,862,866],{"type":22,"tag":290,"props":858,"children":859},{},[860],{"type":28,"value":470},{"type":28,"value":472},{"type":22,"tag":290,"props":863,"children":864},{},[865],{"type":28,"value":477},{"type":28,"value":479},{"type":22,"tag":30,"props":868,"children":869},{},[870],{"type":28,"value":484},{"title":7,"searchDepth":486,"depth":486,"links":872},[873,874,875,876,877],{"id":38,"depth":489,"text":41},{"id":266,"depth":489,"text":269},{"id":326,"depth":489,"text":329},{"id":406,"depth":489,"text":409},{"id":431,"depth":489,"text":434},1783878849256]