How to Change Your "Need Help Contact"

Annie M.

Edited October 18, 2022 19:08

SafeSend Exchange Legacy version only.

If the "Need Help Contact" needs to be changed in your firm, please see the below steps to change the information within SafeSend.

A Firm Admin needs to log in to your account on our website, click here to access the site.

Click the "Cog" icon in the upper right-hand of the page and select Settings.

Click on Company Settings, then Contact Options, and finally Lookup.

Select the user that you would like to have listed:

The selected user will be replaced as your Need Help Contact from that point on.