All users under your firm’s account on Axial have the ability to change the assigned user for a given Project. Whoever is selected will receive all email correspondence surrounding the project.
There are two different ways to do this, depending on whether the project is on the buy-side (Buy, Provide Capital) or the sell-side (Sell, Raise Capital).
On the homepage, find the project you’d like to update, and click View & Edit to see its summary page. On the top right, you’ll see a dropdown menu under the heading: Assignee. Select a user from your team and your update will apply automatically.
On the homepage, find the project you’d like to update, and click Edit. This will take you to the Deal Information form in the sell-side tools. The final section of this form is called Documents & Contact. Expand it to assign a primary contact. Be sure to save your changes after you’ve made your selection, and wait for confirmation that the changes took effect before leaving the page.