Primary contact: How do I change the project's primary contact?

Updated by Jennifer B.

You can assign another user the role of primary contact when you create a project.
A project can have only one primary contact at a time.

Option 1

  1. Click Team members in your Main menu.
  2. Click Team member actions [team member actions button] on the contact card of the team member you want to make the primary contact.
  3. Select Reassign primary contact.

Option 2

  1. Click the policyholder's name in the header of your dashboard.
  2. Click General.
  3. Click Edit.
  4. Select the new primary contact from the menu.
  5. Click Save.

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