How do I administer my company's account?

Modified on Thu, 12 Feb at 5:42 PM

Provider Administrators have an Administration section in the main menu. From here, Admins can:

  • Update the company’s profile
  • View all clients the company works with and set Primary Contacts for each
  • View all team members and manage their roles


Users who are Provider Administrators on more than one account will be prompted to select the account they want to manage.

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