Transfer Primary Account Admin Rights

A Planfix Primary Account Admin can transfer primary account admin rights to another employee in the account.

To do this, you need to:

• go to Account management:

• in the Primary account admin tab, click Change next to the name of the current Primary Account Admin:

• select the new Primary Account Admin and click Replace:

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.

Go To

• Account Management
• Feature Description