Changing the Primary Contact on an Educational Provider Account

(Press the "play" button below to experience a detailed explanation)



 

1. Log in to your account and click on your company name in the top left.
2. On the pre-select Account tab, scroll down to locate the Primary Contact section. 

3. 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.

   Please note that if the user is not listed, you will need to add them as a user first.
   
   
    

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

Updating Your Educational Provider Account When the Primary Contact Has Left

If the primary contact on file is no longer with your company and you are unable to access your education provider account, you will need to submit a request to update the primary contact.

Steps to Request the Change:

1. Compose a letter on your company letterhead requesting the change.

2. Scan the letter and email it to our Support Team at support@cebroker.com.

The letter should include the following information:

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

• Name of the current primary contact

• Name of the new primary contact

• Email address of the new primary contact

• Reason for requesting the change

Once received, our Support Team will process the update and confirm the new primary contact for your account.