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Setting Primary Reporting and Accounting Contacts
Setting Primary Reporting and Accounting Contacts

To help us serve you better, we ask you to provide us with primary contacts, so that we know who to call if we have any questions.

Kingsley Burns avatar
Written by Kingsley Burns
Updated over a week ago

Primary Reporting Contact

The Team Member we should contact with questions about your samples or lab reports.

Primary Accounting Contact

The Team Member we should contact with questions about billing or invoices.


Changing your Primary Contacts:

1. Click "View My Clients" under "My Accounts"

2. Open the Client Account you want to modify:

2. Click the Team Members button:

3. Select both a Primary Reporting and Accounting contact from your current team members.

You can add a new team member below if you want to list them as a primary contact.

The same person can be listed as both the Reporting and Accounting contact, when applicable.


Removing Primary Contacts from your account

If a Team Member is listed as a Primary Contact, you won't be able to delete that team member until you assign someone else as the Primary Contact.

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