> 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/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/assign-primary-finance-contact.md).

# 分配主要财务联系人

<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">参加 PXA 课程</a>

您的主要财务联系人是处理所有账户账单问题的主要联系人。要设置主要财务联系人，请将该用户邀请到您的 impact.com 账户，并将其分配为 *财务* 权限。这样他们就可以访问发票、付款请求和财务报告。了解如何 [将用户邀请到您的账户](/brand/zh/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/invite-account-users.md) 以及 [编辑访问权限](/brand/zh/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand.md).

1. 在顶部导航栏中，选择 **您的余额** → **设置** → [**常规**](https://app.impact.com/secure/advertiser/finance/fr/customer-settings-general-view.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fcustomer-settings-general-view.ihtml).
2. 在 *财务联系人* 部分，位于 *主要联系人*，或者选择一个 **现有账户用户** 或输入一位 **其他联系人**.
   * 主要财务联系人会自动接收任何已设置为通过电子邮件发送的文档。您可以随时在单个文档上覆盖此默认设置。
3. 如有需要，可添加其他财务联系人。
4. 选择 **保存**.

{% hint style="warning" %}
**重要：** 在此处更新联系人详细信息不会更新所有文档中的所有联系人。您需要在每个相应文档的设置页面中直接更新这些详细信息。
{% endhint %}

<div data-with-frame="true"><figure><img src="https://1186853034-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>

了解更多关于 [impact.com 费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md), [合作伙伴费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings.md)，以及 [资金账户文档设置](/brand/zh/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).


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/assign-primary-finance-contact.md?ask=<question>&goal=<endgoal>
```

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