Set the primary contact for product updates

The primary contact is the recipient who always receives product update notifications — things like changes to products you've created on the platform. There's exactly one primary contact per practice. The current primary is shown with a yellow star icon at the start of their row.

Steps

1. Go to Setup → Notifications.
2. Find the recipient you want to make primary.
3. Click the star icon in the row's action area.
4. Confirm: "Change Primary Contact — Are you sure you want to change the primary contact to {name}? Notifications about changes to products will always be sent to this recipient."
5. Click Change.

The yellow star moves to the new recipient, and the previous primary contact is no longer the primary.

Tips & things to watch for

• The primary contact still receives the other notifications they're subscribed to — being primary just adds product updates on top.
• Only one recipient can be primary at a time. Setting a new primary automatically clears the previous one.
• The recipient who is currently primary doesn't show the star action button on their own row (because they're already primary).
• The primary contact must be a notification recipient — you can't pick a portal user who isn't also a recipient.

Related articles

• Add an email address to receive booking notifications
• Choose which notifications a recipient receives