How to Determine or Change a Primary Contact

Christine

November 08, 2020 18:07

The Primary Contact of an Organization/Group Membership is responsible for enrolling into the membership contact on behalf of the group. They are the main point of contact at the member organization/group. They can assign roles to related contacts in the organization/group. This is the contact that will appear in the organization directory. Read this article to learn how to check or change an organization’s Primary Contact.

IMPORTANT NOTE: Only one contact can be assigned as the Primary Contact per Membership. The primary is the owner.

Accessing the Organization/Group Record

1. Log in to your Member365 Administrator Dashboard. Hover over ‘Organizations‘ in the main menu, then click "View Organization" in the drop down menu.

Organizations View Organizations.png

2. Locate the Organization whose Group Membership you are adding members to, then click its name. Use the search bar to filter results if necessary.

Find Org ABC.png

Checking the Primary Contact

3. Click ‘Role Management’ on the left of the page.

Role Management Admin.png

4. Select the membership category you want to check who is the Primary Contact by clicking on the "Select a Membership" Dropdown.

Select membership Org Role.png

5. Then, you will see the Primary Contacts that are attached to the Group Membership you selected. Select the Primary Contact you want to change.

Select Primary Account Role.png

Changing the Primary Contact

6. Click "Edit Roles" next to the Primary Contact's name in the Options column.

Edit Roles.png

7. Uncheck the 'Primary' option.

Uncheck Primary.png

8. Click "Update".

Update Contact.png

9. A pop-up will appear telling you that you must assign a new primary contact.

Must Select New Primary.png

10. In the pop-up, find the new Primary Contact from the "Search for Contact" dropdown. Then click "Update."

Update Selected Contact.png

***IMPORTANT NOTE: You can only assign a contact that is a Related Contact to the organization/group.***

11. Verify that the Primary Role was changed by looking at the 'Role Manager' table. Look for the contact you just switched to the Primary Account holder and ensure it says "Primary" under their Roles.

Verify Primary Role Change.png

A Group Membership should only have one Primary Contact for each membership. Any other related contact that should be a member of the group should be added as an Employee Account.

Creating an Employee Account for the old Primary Contact

The old Primary Contact may still wish to be part of the Group Membership. To keep the old Primary Contact on board, you will need to add them as an Employee Account under the organization’s new Primary Contact.

This can be skipped if the old Primary Contact is no longer with the organization.

Congratulations, you can now check and re-assign the Primary Contact of an Organizational Group Membership!