(Press the "play" button below to experience a detailed explanation)
If you have access to the educational provider account, follow these steps to change the primary contact:
- Log in to your account and click on your company name in the top left.
- On the pre-select Account tab, scroll down to locate the Primary Contact section.
- Click the Primary Contact button and a list of users will appear. Designate the new primary contact by choosing a user from the drop-down menu.
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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:
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Your CE Broker Provider number (begins with 50-)
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Name of the current primary contact
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Name of the new primary contact
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The email address of the new primary contact
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Reason for requesting the change