How to Manage the People on an Account

Note: this is the account's own Members tab (who's attached to this specific account), not the /account page's separate Members/Team Members tabs, which manage your organization's staff roster instead — see What's on an Account record? for that distinction.

Add, remove, or set the primary contact among the people attached to an account.

Before you start

Open the account — see How to Browse and Search Accounts

Steps

Add a member

1. On the account's Members tab, click Add Member.
2. In the picker, search your organization's directory by name — both staff and non-staff members are eligible, since the person paying for an account is often not on the payroll. Anyone already on the account shows as unselectable.
3. Select one or more people and confirm.

Set the primary member

1. On the Members tab, find the person you want as primary.
2. Click the star icon next to their row (Set as Primary).

Remove a member

1. Find the person's row and click the remove icon.
2. Confirm in the dialog. If the person is the account's primary member, you're warned that removing them leaves the account without one until you set another — their own member record isn't deleted, only detached from this account.

What you'll see

The Members tab, and the account's Overview card (Primary Member/Primary Email/Phone), update immediately. Each member's row shows an icon indicating whether they're staff or a non-staff member, and a role label (Primary Member, Account Manager, or Member).