Transfer Primary Account Admin Rights: Difference between revisions

Latest revision as of 13:37, 9 June 2025

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

To do this, you need to:

Click on your avatar — Account management — Account administrator
Then, click Change Primary Account Admin :

select the new Primary account admin and click Save.

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.

@@ Line 1: / Line 1: @@
-A Planfix [[account owner]] can transfer ownership to another employee in the account.
+{{#seo:
+|title=Transfer primary account admin rights
+|titlemode=append
+|keywords=planfix, rules, primary account admin
+|description=Transfer primary account admin rights
+}}
+[[Primary Account Admin|Primary account admin]] in Planfix can transfer primary account admin rights to another [[Employees and company structure | employee]] in the account.
 To do this, you need to:
+*Click on your avatar — '''Account management''' — '''Account administrator'''
+*Then, click '''Change Primary Account Admin''' :
+https://s.pfx.so/pf/Tz/oFEg0M.jpg
+*select the new Primary account admin and click '''Save'''.
+==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 [[Contacts|contact]], you must first make them an employee.
-*go to '''Account management''':
+== Go To ==
+*[[Account Management]]
+*[[Feature Description]]
-https://pic.planfix.ru/pf/UR/gpcEce.png
-*in the '''Account owner tab''', click '''Change''' next to the name of the current owner:
-https://pic.planfix.ru/pf/Gq/FQMPmt.png
-*select the new owner and click '''Replace''':
-https://pic.planfix.ru/pf/2A/CNzrSc.png
-==Please note==
-*when account ownership is granted to a different user, the new owner automatically becomes the account administrator.
-*to transfer account ownership, you must be an account administrator.
-*account ownership can only be transferred to an employee. If you need to transfer account ownership to a contact, you must first make them an employee.