Account owner: Difference between revisions
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The account owner is the person responsible for account payment and | {{#seo: | ||
|title=Account owner | |||
|titlemode=append | |||
|keywords=planfix, Account, owner | |||
|description=Account owner | |||
}} | |||
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 | |||
[[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'''. | |||
https://s.pfx.so/pf/hb/EF7cps.jpg | |||
==Account owner capabilities== | ==Account owner capabilities== | ||
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: | |||
By default, the account owner 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 [[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 handle account payment. The account owner 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|account management]]. | ||
*They are the only users with access to the Security and Email / Company server sections in account management. | |||
*Other administrators cannot edit their accounts. | *Other administrators cannot edit their accounts. | ||
*They can transfer their rights to another employee. | *They can [[Account ownership transfer|transfer their rights to another employee]]. | ||
==Important== | ==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 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. | *Only the account owner can edit their own employee card. | ||
== Go To == | == Go To == | ||
*[[Planfix roles]] | |||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 14:05, 1 July 2024
The account owner is the person responsible for account payment and ensuring compliance with Planfix rules. By default, the account owner is the person who registered the account. Owner rights can be transferred to another employee in the account.
Ownership rights can be transferred to another account employee. To do this, go to Account management and select Account owner.
Account owner capabilities
By default, the account owner 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 account owner 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 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 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.
- Only the account owner can edit their own employee card.