Designate primary contacts on your companies so the right contacts appear in the project delivery.
Begin by navigating to the project Directory and click on a Company.
Next, navigate to the Users tab and click on the Pencil icon next to the contact's name.
Next, select the Primary Contact checkbox and click Update.
The user will now be listed as a Primary Contact in the Closeout Package PDF Export.
If the individual you want to set up as the Primary Contact is not listed, click New User or Import Users from Procore, and then follow the steps outlined above.
Note: If you are looking to import new users from Procore, ensure that you are signed into Buildr with your Procore credentials.