Your primary professional is the designated recipient for notifications sent from your client portal whenever you upload new documents. You can easily confirm who this primary professional is from the Team section.
Viewing Your Current Primary Professional:
1. From the Client Portal, navigate to 'Team' section.
2. In the Team area , Navigate to the 'Professionals' section and click on the name of the professional to verify if they are marked as the 'primary member'.
3.Under the Professional Details, you can confirm the 'Primary member' status.
Changing Your Primary Professional:
If you need to change this primary member, you can do so easily within the portal's Teams section.
1. Follow steps 1-3 above
2. Edit Professional Details: Once you're on the professional's details page, simply click on the pencil icon to edit their information.
3. Set as Primary: Within the editing options, navigate to the 'Public details' section. Then, select the option labelled "Set as Primary" to designate the professional as the primary member. After making this selection, remember to save your changes by clicking the "Save" button.
Confirmation:
Upon completing these steps, the designated professional will be appointed as the primary member for your account. Subsequently, all notifications regarding document uploads will be directed to this primary member.