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.

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