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. By default, the 'Staff/Primary professional' column will display all staff assigned to the client.
Click the 'Primary professional' filter at the top of the list to display only the Primary professional.
3. Once clicked, the Client list will refresh and display the Primary professional assigned to the client.
4. Use the 'Primary Professional' filter to display all clients assigned to a specific staff member as their primary professional
Important: In order to access the 'Primary Professional' filter, the staff user must have access to the firm's entire client list. For more information visit How do I adjust Partner Portal permissions for my staff?
To modify a Client's Primary professional:
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 Primary professional column will reflect the change.
Note: You can change the primary professional for multiple clients in bulk. For more information, see How do I perform bulk actions on the Client list