Primary contact: Hide team members

Updated by Jennifer B.

When adding 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 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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