Changing the Primary Contact for Your Account
The primary contact for an account is the person that the SmartVault bill is emailed to.
By default, the primary contact for an account is the user who created the account.
The primary contact for an account must be a member of the SmartVault Administrators group, and only SmartVault Administrators can change the primary contact specified for an account.
If you are a SmartVault Administrator, you can change the primary contact specified for an account in the SmartVault portal.
To change the primary contact for an account:
2. In the Advanced view, in the left tree pane, select the account you want to change the primary contact for.
3. In the right task pane, click View Properties.
Note: You must be a SmartVault Administrator in order to change the primary contact for an account. If you do not see a
View Properties link in the right task pane when you click on the account, your SmartVault user ID is not a member of the SmartVault Administrators group for the account. For more information about adding a user to the SmartVault Administrators group, see
“Adding Users to the SmartVault Administrators Group” .
4. Specify the billing address you want to use for the account, and then click Save Settings.
