Primary contact, signing authority and financial contact
In Artwin Live you can add multiple contact persons to each relation. To clearly define who is responsible for signing contracts and receiving invoices, you can assign the following roles:
- Primary contact
- Signing authority
- Financial contact
These roles determine which contact person’s name appears on the contract and who receives invoices.
- What the contact roles mean
- Primary contact
- The default contact for the relation.
- Used when the booking contact is not authorised to sign.
- Signing authority
- The person who is legally allowed to sign contracts on behalf of the relation.
- Only a person with signing authority can sign a contract on behalf of a relation.
- Financial contact
- The person who receives invoices.
- Automatically selected when creating a new invoice.
- Which contact person appears on the contract?
When generating a contract, Artwin Live follows this logic:
- If the booking’s contact person has signing authority → their name appears on the contract.
- If the booking’s contact person does not have signing authority → the primary contact is used.
The recipient e-mail for the contract remains the e-mail address of the booking’s contact person.
Example:
- Booking contact = Sarah (not authorised to sign)
- Primary contact = Jan (signing authority)
→ Contract shows Jan as the signing party
→ E-mail with the contract is sent to Sarah
- Invoices are sent to the financial contact by default.
- If no financial contact is set, Artwin Live uses contact person set in the booking.
This selection is shown automatically in the “Debtor / Contact” field when creating an invoice.
- Adding contact persons and assigning roles
- Go to Relations
- Select the relation
- Click + Add under Contact Persons
- Enter the contact details
- Enable the relevant roles:
- Set as primary contact
- Signing authority
- Set as financial contact
- Click Save
The status labels appear directly in the relation overview.