How to set the primary Site Manager for a Location

To set the primary Site Manager for a Salespath location:

1. Click Settings > Location Manager.
2. Click Edit on the desired location.

3. Select a user from the Primary Site Manager dropdown. 

   

4. Click Save Changes. 

Multiple locations may be set to have the same Primary Site Manager.

Note: Primary Site Manager was previously set under User Manager > User Info, but was moved to the location settings in February 2026.