Provider Administrators on your account can manage Primary Contacts for clients. Follow these steps to set up and manage these contacts:
- Access the Administration Page: Navigate to the Administration page in the left side panel.
- Select Your Account: Choose the account you are managing.
- Select the Client: Click on "Clients" to view the list of clients you work with.
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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.