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Assign Primary Contact

Take the 2 minute Zipline Online Help Library feedback survey [1] to help us improve Zipline support.

The primary contact role is assigned by default to the person who created the study in Zipline. The primary contact:

1. Click Assign Primary Contact in the study workspace

screenshot of the Assign Primary Contact activity in the study workspace

2. Click the ellipsis next to the current primary contact

screenshot of the ellipsis button in the Assign Primary Contact window

3. Select the new primary contact from the list and click OK

screenshot of the select person window showing the new primary contact being selected

4. Click OK in the Assign Primary Contact window

screenshot of the OK button in the Assign Primary Contact window

The new primary contact should now be listed in the study workspace.

screenshot of the updated primary contact in the study workspace