Primary contact: How do I hide a team member from the policyholder's view?

Updated 1 month ago 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 to the project.
  4. Enter the team member's information or select them from the drop-down menu.
  5. Select the Hide from policyholder check box.
  6. Click Add.

After the team member has been added to the project

Option 1

  1. Click Team members in your Main menu.
  2. Click the vertical ellipsis () on the contact card of the team member you want to hide.
  3. Select Hide from policyholder.
  4. Click Yes in the confirmation dialog box.

Option 2

  1. Click View all in the Team Members card on your desktop.
  2. Click the vertical ellipsis () on the contact card of the team member you want to hide.
  3. Select Hide from policyholder.
  4. Click Yes in the confirmation dialog box.
If hiding the Primary Contact, they will only be hidden from the policyholder if one or more non-hidden team members exist.


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