How do I manage the primary contacts for my client?

Provider Administrators on your account can manage Primary Contacts for clients. Follow these steps to set up and manage these contacts:

1. Access the Administration Page: Navigate to the Administration page in the left side panel.
2. Select Your Account: Choose the account you are managing.
3. Select the Client: Click on "Clients" to view the list of clients you work with.
4. Set Primary Contacts: Here, you can designate Primary Contacts for each client. These contacts will be default invitees for new projects.
   

Once a user is assigned as a Primary Contact, they can also add or remove other Primary Contacts for that client through the Administration section.