A Client's primary professional is the designated recipient for notifications sent from the client's portal whenever new documents are uploaded. You can easily confirm or edit the primary professional via the Client's 'Team' section.
To view a Client's Current Primary Professional:
1. Find the Client in the Client list and click the viewing eye, to navigate to their portal.
2. In the client's portal view, navigate to Admin>Team.
3. In the client's 'Professional' team area, click on a professional's name.
If they are set to the Primary Professional, a tag is shown next to thier name in, in the Details area.
Changing the Primary Professional:
If you need to change this primary professional member, you can do so easily within the Client portal's Teams section.
1. Follow steps 1-3 above
2. Select the Professional team member you want to make the Primary Professional and click 'Edit'
3. Mark the checkbox 'Set as primary' and click 'Save'
4. Once saved, a confirmation message appears and the selected professional is now set as the Primary member.
Confirmation:
Upon completing these steps, the designated professional will be appointed as the primary member for the client's account. Subsequently, all notifications regarding document uploads will be directed to this primary member.