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Launch Interactive Demo

Change Primary Contact

Ensure that the new primary contact already has Administrator privileges for the account. To invite a new user and assign their role, please refer to this guide↗.

  1. Log in to your Atlas↗ account.  

  2. Click the profile icon in the upper-right corner, then click the Account Settings dropdown to expand.

    atlas-sso-article1.png

  3. Select Account from the list.

    atlas-users-article7.png

  4. On the next screen, the current primary contact is displayed. Click Change Primary Contact to updatre.

    Contacts_2.png

  5. Click the dropdown menu and select the new primary contact from the list of users.

    Contacts_3.png

  6. Click on Save Primary Contact

    Contacts_4.png

  7. You have successfully changed the primary contact. Make sure that the correct contact is displayed in the box.

NOTE: The following contact information cannot be changed in the account: 

  • Account name 

  • Account number 

  • Default Currency