If you are wanting to switch accounts so that the secondary account holder becomes the primary account holder and vice versa, follow these steps:
Cut and paste the name, email, and/or phone number into the new account holder fields.
Click "save" after changing the account information.
If you are changing account holder information in two different accounts, this can be a little more tricky. The system will not save an account with the same email address as another account. You will need to add a modifier in one of the email addresses (i.e. jane+1@email.com) OR copy and paste the email in the internal notes.
How to Change an Enrollee Account to the Primary Account Holder
Admin users can change an Enrollee Account to the Primary Account Holder with a checkbox on the Enrollee's page. This sets the name to match the Primary Account Holders. This checkbox replaces the gray text in the top right of the Enrollee page, indicating that they are the Primary Account Holder.
NOTE: Only one Enrollee Account can be the Primary Account Holder at a time.
