Primary contact: What are policyholder preferences?
Updated
by
Jennifer B.
Policyholder preferences include when the policyholder is available, how they prefer to be contacted, and any other information that might help team members who are working on the project. Policyholders can set these preferences after joining the collaboration; however, if your policyholder can’t add or make changes to their preferences themselves, you can make those changes for them.
Any time the policyholder’s personal preferences are changed, team members are notified that changes have been made. The changes are also recorded in a PDF document, which is stored on the primary contact’s Files page. Primary contacts and team members with full access to a project can change the policyholder's preferences.