Primary Contact and Administrator Management

Assign Additional Administrators | Unassign the Administrator Role | Change the Primary Contact

The account’s primary contact is the account Administrator, which is the name entered when the account was created. Additional users can also be assigned the Administrator Role.

Assign Additional Administrators

Note: These steps can only be performed in the primary site if there are multiple sites.

1. From the Administration menu in the platform navigation bar, select Manage Users.
2. Click on the desired User’s name to open the edit box.
3. Click the Assign button.
4. From the Site drop-down menu, select the main site.
5. From the role drop-down menu, choose the Administrator Role.
6. Click Save & Close.

Unassign the Administrator Role

1. Select Manage Users from the Administration menu in the platform navigation bar.
2. Click on the desired user’s name to open the edit box.
3. Check the box next to the main site.
4. Select Unassign. (You may also select a new role at this time, if needed.)
5. Click Save & Close.

Change the Primary Contact

Note: These steps can only be performed by the current Primary Contact. If the Primary Contact is no longer available, contact your Insurance Broker to make the change.

1. From the Administration menu in the platform navigation bar, select Organization Settings.
2. Look for the drop-down arrow where the Primary Contact names appear and select the new primary contact.

• • The new primary contact must be a registered User (not pending) and must have the Administrator role.
  • If the new contact is not yet a User, add them first, then return to this step.
  • If their registration is still pending, have them complete it first, then return to this step.

      3. Click Save & Close.

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