Primary Account Admin: Difference between revisions

Latest revision as of 07:09, 6 June 2025

The Primary Account Admin is the person responsible for account payment and ensuring compliance with Planfix rules. By default, the Primary Account Admin is the person who registered the account. Primary Account Admin rights can be transferred to another employee in the account.

Primary Account Admin rights can be transferred to another account employee. To do this, go to Account management and select Primary account admin.

Primary Account Admin capabilities

By default, the Primary Account Admin is the account's administrator and has all subsequent capabilities. At the same time, they also have a number of capabilities that other account administrators do not have:

They handle account payment. The Primary Account Admin can give this capability to other employees.
They are the only users with access to the Security and Email / Company server sections in account management.
Other administrators cannot edit their accounts.
They can [[Transfer Primary Account Admin Rights

|transfer their rights to another employee]].

Important

It's optimal for a company leader to be the person with primary account admin rights. This avoids the situation wherein the employee who is the primary account admin is let go. If the account was initially created by an employee, we recommend transferring primary account admin rights to the company leader.
Only the primary account admin can edit their own employee card.

@@ Line 1: / Line 1: @@
 {{#seo:
-|title=Account owner
+|title=Primary Account Admin
 |titlemode=append
-|keywords=planfix, Account, owner
+|keywords=planfix, Account, Primary Account Admin
-|description=Account owner
+|description=Account Primary Account Admin
 }}
-The [[Account Management|account]] owner is the person responsible for account payment and ensuring compliance with [https://planfix.com/ Planfix rules]. By default, the account owner is the person who registered the account. Owner rights can be transferred to another
+The Primary Account Admin is the person responsible for account payment and ensuring compliance with [https://planfix.com/ Planfix rules]. By default, the Primary Account Admin is the person who registered the account. Primary Account Admin rights can be transferred to another
 [[Employees | employee]] in the account.
-Ownership rights can be transferred to another account employee. To do this, go to '''Account management''' and select '''Account owner'''.
+Primary Account Admin rights can be transferred to another account employee. To do this, go to '''Account management''' and select '''Primary account admin'''.
+==Primary Account Admin capabilities==
-https://s.pfx.so/pf/hb/EF7cps.jpg
+By default, the Primary Account Admin is the account's [[Planfix roles|administrator]] and has all subsequent capabilities. At the same time, they also have a number of capabilities that other account administrators do not have:
-==Account owner capabilities==
+*They handle account [[How to pay for my plan?|payment]]. The Primary Account Admin can give this [[How do I give a colleague permission to pay for my account?|capability]] to other employees.
-By default, the account owner is the account's [[Planfix roles|administrator]] and has all subsequent capabilities. At the same time, they also have a number of capabilities that other account administrators do not have:
-*They handle account [[How to pay for my plan?|payment]]. The account owner can give this [[How do I give a colleague permission to pay for my account?|capability]] to other employees.
 *They are the only users with access to the '''Security''' and '''Email''' / '''Company server''' sections in [[Account Management|account management]].
 *Other administrators cannot edit their accounts.
-*They can [[Account ownership transfer|transfer their rights to another employee]].
+*They can [[Transfer Primary Account Admin Rights
+|transfer their rights to another employee]].
 ==Important==
-*It's optimal for a company leader to be the person with account ownership rights. This avoids the situation wherein the [[Employees | employee]] who is the account owner is let go. If the account was initially created by an employee, we recommend transferring account ownership rights to the company leader.
+*It's optimal for a company leader to be the person with primary account admin rights. This avoids the situation wherein the [[Employees | employee]] who is the primary account admin is let go. If the account was initially created by an employee, we recommend transferring primary account admin rights to the company leader.
-*Only the account owner can edit their own employee card.
+*Only the primary account admin can edit their own employee card.
 == Go To ==