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How to Update Your Primary Contact and Billing Contact

As employees change, your company’s primary and billing contact personnel for your BalancedComp system may also change. Read on to learn how easy it is to update those roles.

Updating your Primary Contact

  1. Click Settings in the main nav.
    LPW 1
  2. Click the System Configurations card.
    LPW 2
  3. Click Edit.
    LPW 3
  4. Scroll down to the Primary Contact section. Under Employee, click the dropdown arrow.
    Primary Contact
  5. Select the Employee Name you would like to designate from the dropdown menu as your company’s primary contact. Then, click Save. 
    Primary Contact 2
  6. You have successfully changed your company’s Primary Contact, which can be seen on the System Configurations page under Primary Contact.
    Primary Contact 3

Updating your Billing Contact

  1. Click Settings in the main nav.
    LPW 1
  2. Click the System Configurations card.
    LPW 2
  3. Click Edit.LPW 3

  4. Scroll down to the Primary Billing Contact section. Under Employee, click the dropdown arrow.
    Billing contact

  5. Select the Employee Name you would like to designate from the dropdown menu as your company’s primary billing contact. Then, click Save. 
    Billing Contact 2

  6. You have successfully changed your company’s Primary Billing Contact, which can be seen on the System Configurations page under Primary Contact.
    Billing Contact 3