Primary contact: How do I add team members?

Updated by Jennifer B.

You can hide a team member from the policyholder's view or grant them full access to a project to when you first add them or at any time throughout the life of the project.

Option 1

  1. Click View all in the Team Members card on your dashboard.
  2. Select the type of team member you are adding.
  3. Enter the team member's information.
  4. Click Add.

Option 2

  1. Select Team members in your Main menu.
  2. Click Add team member.
  3. Select the type of team member you are adding.
  4. Enter the team member's information.
  5. Click Add.

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