Primary Account Admin

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 Account security section in account management.
• Other administrators cannot edit their accounts.
• They can 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.

Go To

• Planfix roles
• Account Management
• Feature Description