> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/assign-primary-finance-contact.md).

# Assign Primary Finance Contact

<a href="https://pxa.impact.com/student/activity/1087833?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-250&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Your primary finance contact is the main point of contact for all account billing issues. To set up a primary finance contact, invite the user to your impact.com account and assign them the *Finance* permission. This gives them access to invoices, payment requests, and financial reporting. Learn how to [invite users to your account](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/invite-account-users.md) and to [edit access rights](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand.md).

1. From the top navigation bar, select **your balance** → **Settings** → [**General**](https://app.impact.com/secure/advertiser/finance/fr/customer-settings-general-view.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fcustomer-settings-general-view.ihtml).
2. In the *Finance Contacts* section, under *Primary Contact*, either select an **Existing Account User** or enter the information of a **Other Contact**.
   * The primary finance contact automatically receives any documents set up for email delivery. You can override this default on individual documents at any time.
3. Optionally, add additional finance contacts.
4. Select **Save**.

{% hint style="warning" %}
**Important:** Updating contact details here will not update all contacts in all documents. You will need to update these details directly on each corresponding document's settings page.
{% endhint %}

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FgARfjJYDmh0zZoTe0cug%2FScreenshot%202026-07-28%20at%2010.24.48.png?alt=media&amp;token=c7d95d87-4155-4be7-8748-35cf5596bfe3" alt="" width="563"><figcaption></figcaption></figure></div>

Learn more about [impact.com Fees Document Settings](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md), [Partner Fees Document Settings](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings.md), and [Funding Account Document Settings](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand.md).


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