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How do I assign or change a Primary Contact?
How do I assign or change a Primary Contact?

How to assign a Primary Contact to manage a location

Camilla Bennett avatar
Written by Camilla Bennett
Updated over 4 years ago

Primary Contacts can only be assigned by Admins. They are assigned when a Location is created.

If you are an Admin and need to change the Primary Contact for a location, you can do so on that Location’s page.

  1. Go to the Locations Tab

  2. Select a Location

  3. Scroll down to Team Member

  4. Scroll to the user and Select ‘Assign as Primary Contact.’

The Primary Contact will receive an email confirming their status and responsibilities for the location.

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