Dual Primary Contacts
Employers will soon be able to have both a Company and Project level Primary Contact assigned to each project. Similar to current functionality, the Company level Primary Contact will have access to all projects for the Employer, while the Project level Primary Contact will only have access to projects they have been assigned. Adding a Project Primary Contact will no longer replace the Company Primary Contact.
Creating and editing a Primary Contact will be streamlined to make this easier for Users. See below for guidance on the changes that will be coming soon.
Adding a Primary Contact
Adding a Primary Contact is moving from the Employer Create screen. After the Employer's company information is entered and Create Employer is selected, the Employer's Details Page will open. Both a Company and Project level Primary Contact can be added from the Primary Contact panel.
When adding the Primary Contact, Users can select if they should Receive Site Notifications, Have Access to Confidential Information, and can send the Welcome Email with any additional instructions needed.
Note: Importing an Employer onto a project will not be changed. Company level Primary Contacts will still automatically associate with the Employer on the new project and a Project level Primary Contact can be added without replacing the Company level contact.
Editing or Replacing a Primary Contact
Once a Primary Contact is created, users are now able to edit the details of Project Primary Contact directly from the Primary Contacts panel. For Company level Primary Contacts, details can be edited from their Employer profile on Company Overview.
Note: Replacing a Company level Primary Contact must be done from Company Overview and will replace the contact for all projects the Employer is on