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24/11/2023 1:25 pm
The Primary Contact has overall responsibility for managing your organisation account and can perform all Clubtreasurer functions as well as being the main point of contact for system messages, such as renewals and updates. Each organisation must have a single Primary Contact.
From time to time, your organisation may need to change the Primary Contact person. This must be done by the current Primary Contact in the Setup>Users page.
The steps are:
- Create a new User Account if the new Primary Contact does not already have a Clubtreasurer User Account.
- Open the User Account and click the Set as Primary Contact button (see image) to promote the User to Primary Contact. Importantly, the user must be a MANAGER (Financial User Type).
Please see this help page for more details: https://clubtreasurer.com/blog/user-guide/user-profiles/
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