Assigning the project primary contact

Overview

The project primary contact is the individual who owns project completion and is indicated as such in the project metadata. Users must be designated as a primary contact candidate before they can be assigned that role at the project level.

Permissions

You must be a Super Admin or have access to the Organization Settings in order to set the project primary content.

Setting the project primary contact

1. Go to Organization Settings > Users > Manage Users and then click the user name.

2. Under Attributes select Project Primary Contact.
   

3. Click Save. Each user assigned as a Project Primary Contact will now be accessible on the project metadata.

Setting the Super Admin as the project primary contact

The project primary contact attribute for a Super Admin is locked (grayed out/disabled) in the individual profile view because it is set at the point of role assignment. However, a Super Admin can update their own project primary contact attribute by using the Bulk Update feature:
Note: This action must be performed by the Super Admin user themselves — it cannot be done on their behalf by another Admin.

1. Go to Organization Settings > Users > Manage Users.

2. Check the box next to your own user account.

3. Click Bulk Update Users from the top navigation header.

4. Update the Project Primary Contact attribute and click Update.