Primary Account Admin: Difference between revisions
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The account | {{#seo: | ||
|title=Primary Account Admin | |||
|titlemode=append | |||
|keywords=planfix, Account, Primary Account Admin | |||
|description=Account Primary Account Admin | |||
}} | |||
The Primary [[Account Management|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. | |||
Primary Account Admin rights can be transferred to another account employee. To do this, go to '''Account management''' and select '''Primary account admin'''. | |||
==Account | ==Primary Account Admin capabilities== | ||
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: | |||
By default, the | *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. | ||
*They handle account payment. The | *They are the only users with access to the ''' Account security''' section in [[Account Management|account management]]. | ||
*They are the only users with access to the | |||
*Other administrators cannot edit their accounts. | *Other administrators cannot edit their accounts. | ||
*They can transfer their rights to another employee. | *They can [[Transfer Primary Account Admin Rights|transfer their rights to another employee]]. | ||
==Important== | ==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. | |||
It's optimal for a company leader to be the person with account | *Only the primary account admin can edit their own employee card. | ||
== Go To == | == Go To == | ||
*[[Planfix roles]] | |||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 14:03, 9 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 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.