GFI Accounts Portal allows users that are members of the Accounts administrator groups to manage users for their account. By default, the primary contact for an account is a member of the Account administrator group. This article gives information on how an administrator can set a user as primary for users in their account.
Log-in in with an administrator account in the GFI Accounts Portal
A Primary Contact can be used to pre-populate information when adding contacts. This feature saves time when adding many users with common details. To set a user as primary contact:
- Login to the GFI Accounts Portal.
- Go to Home > Users linked to your account.
- Select the ellipsis that is to the right of the user you want to set as the primary contact.
- Select Set as primary.
Go to Home > Users linked to your account and select the ellipsis that is to the right of the user you set as the primary contact. Once selected the Set as primary option will no longer be available.