How can I change the Primary Contact?

In order to change the Primary Contact you will need to log into your Aspen iRecord® account at aspenirecord.com and follow the steps below. 

Step 1

Click on your Contacts tab 

Step 2 

Each number below indicates what that sections means:

1) Shows you who the current Primary Contact is on your account

2) Select who you want to make your new Primary Contact and put a check in the box

3) Click on Change Primary Contact to change the primary

Step 3

Read the pop up to verify what you are allowing the new Primary Contact to do and the access you are giving them, then click on Change Primary Contact.

Step 4

Confirm the new Primary Contact is correct and click on OK

Step 5

Confirm that the new Primary contact is correct on your Contacts page

*Please note, you must be logged in as the primary user to change to the primary user to an alternate contact.

Last Reviewed & Updated: 04/2022