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Changing the Primary Contact on an Educational Provider Account

Changing the Primary Contact on an Educational Provider Account

Update your primary contact in three easy steps
CE Broker Support Team avatar
Written by CE Broker Support Team. Updated over a week ago

If you have access to the educational provider account, follow these steps to change the primary contact:

  1. Log in to your account and click your company name in the top left.

  2. On the Account tab, scroll down to locate the Primary Contact. 

  3. Click the Primary Contact and a list of users will appear.  Designate the new primary contact by choosing a user from the drop-down menu.

Screenshot of a provider account. An arrow points to the company name in the top left corner. Another arrow points to a text box labeled Primary Contact.

4. Scroll down to the bottom of the page and click on the Save Changes button.

💡If the person you would like to designate is not listed, you will need to add them as a user.

If the primary contact on file is no longer with your company and you are unable to access the account:
Please compose a letter requesting the change on your company letterhead, then scan and email it to our Support Team at support@cebroker.com. 

The letter should include:

  • Your CE Broker Provider number (begins with 50-)

  • Name of the current primary contact

  • Name of the new primary contact

  • The email address of the new primary contact

  • Reason for requesting the change

Related:

Update My Primary Contact
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