How do I add a primary contact to a group?

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I somehow cannot add a primary contact to a group when I create it, I can only add a team member. How do I got about this?
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The Parks Group

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Posted 1 year ago

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Maya Lochan, Customer Support Specialist

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Hi there!

Just to clarify: you're looking to set a primary contact for one of your sub-accounts? If so, is it Danny 's sub-account? 

If the above is correct, just let me know and I'll have a member of my team make that change on the backend. Generally, you can set the primary contact while creating the sub-account; however, there are a few reasons why you might not be able to make that change on your end. 

We can definitely get you taken care of, so I'll keep an eye out for your reply here! 
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The Parks Group

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Yes! That is for Danny's account. Thank you so much!
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Maya Lochan, Customer Support Specialist

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Great -- I'll be back in touch on this thread when that task is completed. Thanks!
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Grey Stepp, Support Team Manager

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Hi there!   

I wanted to jump in for Maya here until she gets back into the office.  I checked out Danny's account in your settings and it looks like his invitation is still pending.  

We (nor you) can assign a user to be a Primary User until the invitation is accepted and set up.  

If, for some reason, he doesn't have the invitation any more, you'll need to Delete him and create his login again to re-send the invitation.  

If you're unfamiliar with that process, you'll navigate to MENU at the top-right, then ACCOUNTS.  Then click the ARROW to the right of Danny's account, and click "Manage Team".  

When the Team screen comes up, click the ARROW on the right-hand side of the screen and DELETE TEAM MEMBER.  

Then you'll use the INVITE TEAM MEMBER button to send another invite.  

Once Danny clicks in the email to accept the invitation, you'll come back to this screen to assign his username as the PRIMARY USER of the account.  

Let us know if you run into any issues in the process!  

- Grey