How do I change the project's primary contact?

Updated 10 months ago by Jennifer B.

You can assign another team member as primary contact at the creation of a project.
A project can have only one primary contact at a time.

Within the project

Option 1

  1. Click Team Members in the Main menu on your dashboard.
  2. Click  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 Edit under the Primary Contact information.
  3. Select the team member you are assigning as primary contact from the Primary Contact drop-down list.
  4. Click Save.
  5. Click Close to close the Project Details drawer or Open Project to navigate to your dashboard in the project.

From your Claims Library

Option 1

  1. Click  on the line of the policyholder whose claim you are reassigning.
  2. Select Project Details.
  3. Click Edit under the Primary Contact information.
  4. Select the team member you are assigning as primary contact from the Primary Contact drop-down list.
  5. Click Save.
  6. Click Close to close the Project Details drawer or Open Project to navigate to your dashboard in the project.

Option 2

  1. Select the check boxes of the policyholders whose claims you are reassigning.
  2. Click Reassign Primary Contact.
  3. Select the team member you are assigning as primary contact from the Primary Contact drop-down list or Click Reassign to Me.
  4. Click Reassign.


How Did We Do?


Powered by HelpDocs (opens in a new tab)