Using the Edit Menu
In the “Who has access to your plan” list, each user has an Edit Menu—a green circle with three dots—on the far right of their row.
Click the menu to choose from these options:
Make Primary Contact — Assigns this user as the main point of contact for the plan.
Edit Contact Information — Updates the user’s name, email address, phone number, title, or permissions. For step-by-step instructions, see Update User Contact Details and Permissions.
Removing a User
To remove a user, open their Edit Menu and select Remove.
A user cannot be removed if they are currently set as the Primary Contact. To remove a Primary Contact, you’ll need to assign a new one first:
Identify the user who should become the new Primary Contact.
Open their Edit Menu and select Make Primary Contact.
Once the new Primary Contact is set, return to the original user and select Remove.
💡 Tip: If you’re replacing the Primary Contact with a new user, add the new user first. You can then remove the user who no longer needs access.
Resending an Invitation
If a user hasn’t accepted their invitation, you can resend it at any time.
In the “Who has access to your plan” list, locate the user.
Click Resend Invite to the right of the Permissions column.
A confirmation message will appear once the invitation has been sent.
Best Practices
Review users and permissions regularly to ensure access stays current.
Only assign Authorized Signer status to individuals who are formally authorized to act on behalf of your company.
Limit Can Invite Other Users permissions to a small number of trusted users.