APP STATUS

Primary contacts

The primary contact in an account is the main point of contact. That's who we send billing and other account-related emails to. If you have multiple administrators in your account, you can change who the primary contact is.

There's also a primary contact for each client in your account, if you've added people to clients. Again, if there's more than one client-level user, the primary contact can be changed.

Change the primary contact

There can only be one primary contact. To change who it is:

  1. Click your profile image at the top right, then select Account settings.
  2. Click Primary contact in the left sidebar.
  3. Click Edit then choose a new primary contact.
  4. Click Save.

Change a client's primary contact

To change the primary contact in a client:

  1. Click Clients in the top navigation, then select the relevant client.
  2. Open the Settings menu near the top right and click on People.
  3. Click on the Menu (the three vertical dots) next to the person you wish to make the Primary Contact.
  4. Select Make primary contact.