How do I view and/or modify a Client's Primary Professional?

A Client's primary professional is the designated recipient for notifications sent from the client's portal whenever new documents are uploaded.
Viewing and modifying a Client's Primary professional is easy, and can be done via the Client list.

 

To view a Client's Primary professional:

1. From the Partner Portal, navigate to 'Clients' > 'Client list'.
 

2. Click on a client's name in order to expand their details, the 'Staff' heading will depict any staff assigned to the client (the primary professional will also be tagged): 

The 'filter staff' toggle can also be used to search for clients with a specific Primary Professional attached: 


 

1. From the Partner Portal, navigate to 'Clients' > 'Client list'.

2. Locate the client and mark the checkbox next to their name. 



3. Click the 'I want to' dropdown at the top of the Client list and select 'Assign primary professional'.

4. Select a Staff member to be assigned as the Primary professional, choose their access level to the client, then click 'Assign'.



 

5. The Client list will refresh and the 'Staff' area on the client's details will reflect the newly assigned Primary Professional.