Primary contact: How do I give a team member full rights to a project without making them the primary contact?

Updated by Jennifer B.

As the team member is being added to the project

  1. Click Team members in your Main menu.
  2. Click Add Team member.
  3. Select the type of team member you are adding.
  4. Select the team member or enter the information for the team member you are adding.
  5. Click the Grant full access checkbox.
  6. Click Add.

After the team member has been added to the project

Option 1

  1. Click Team member in your Main menu.
  2. Click the vertical ellipsis [] on the contact card of the team member you want to give full access.
  3. Select Grant full access.

Option 2

  1. Click View all in the Team members card on your dashboard.
  2. Click the vertical ellipsis [] on the contact card of the team member you want to give full access.
  3. Select Grant full access.

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