Your Primary Professional is the designated recipient for notifications sent from your client portal whenever you upload new documents. You can easily confirm your Primary Professional via the 'Team' area.
To view your current Primary Professional:
1. Navigate to 'Admin'>'Team' via the menu on the left of your portal.
2. Once in Team, navigate to 'Professionals' and click on the name of the professional.
Within their 'Public details' area, you can verify if they are marked as the 'Primary Member'.
To modify your Primary Professional:
1. Follow steps 1-2 listed above.
2. Once in the Professional's Public details area, click 'Edit'.
3. Select 'Set as primary' and click 'Save'.
4. Upon completion of these steps, the chosen professional will be appointed as the Primary Professional for your account. Subsequently, all notifications regarding document uploads will be directed to this primary member.