Overview
The Primary user is called the account owner or account holder and is the original account user that is created with the account. As a customer, you will need to make changes to the primary holder in the Accounts Portal as employees come and go and fill different positions over time. This article gives instructions for changing the primary user in your account.
Prerequisites
Log-in in with an administrator account in the Accounts Portal
Solution
A Primary Contact can be used to pre-populate information when adding contacts. This feature saves time when adding many users with common details. To set a user as primary contact:
- Login to the Accounts Portal.
- Go to Home > Users linked to your account.
- Select the ellipsis that is to the right of the user you want to set as the primary contact.
- Select Set as primary.
Confirmation
Go to Home > Users linked to your account and select the ellipsis that is to the right of the user you set as the primary contact. Once selected the Set as primary option will no longer be available.