Transfer Primary Account Admin Rights
From Planfix
(Redirected from Account ownership transfer)
Primary account admin in Planfix can transfer primary account admin rights to another employee in the account.
To do this, you need to:
- Click on your avatar — Account management — Account administrator
- Then, click Change Primary Account Admin :
- select the new Primary account admin and click Save.
Please note
- when primary account admin rights are granted to a different user, the new Primary Account Admin automatically becomes the account administrator.
- to transfer primary account admin rights, you must be an account administrator.
- primary account admin rights can only be transferred to an employee. If you need to transfer primary account admin rights to a contact, you must first make them an employee.