What is a Primary Contact or Primary Admin and why are they important?
The primary contact (or Primary Admin) on the customer business account is defaulted to the Admin user who initially activated the customer business account. It's important to always have an active Account Admin as the primary contact on the account because every account needs to have an authorized agent. The Account Admin role has many permissions the other roles do not, so it is necessary to have an active Account Admin on the account in order to fully utilize the program and its functionality.
To view the assigned primary contact on your account, navigate to the Primary Contact page located under the Admin Settings in your menu bar. Only Account Admins will have permissions to view this page.
To request an update to the primary contact, select the Change button beneath the primary email listed. Only active Account Admins will be displayed as eligible options for the new primary contact. Select the email of the Account Admin you would like to be the new primary contact and click “Submit Change Request”.
Request Approval Timeframe
It may take up to 48 hours for the request to be reviewed and actioned. All Account Admins on the account will be notified via email once the request is actioned with the outcome of Approved or Rejected.
If you need to add a new Account Admin to the account, navigate to the Users page and invite the new user as an Account Admin. The new user will need to activate their account before they are eligible to be selected as the new primary contact. If you do not have the necessary permissions to invite a new Account Admin, please contact Program Support.
Primary Contact Change Request