Transfer Primary Account Admin Rights: Difference between revisions
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[[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: | To do this, you need to: | ||
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*in the ''' | *in the '''Primary account admin tab''', click '''Change''' next to the name of the current Primary Account Admin: | ||
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*select the new | *select the new Primary account admin and click '''Replace''': | ||
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==Please note== | ==Please note== | ||
*when account | *when primary account admin rights are granted to a different user, the new Primary Account Admin automatically becomes the account administrator. | ||
*to transfer account | *to transfer primary account admin rights, you must be an account administrator. | ||
*account | *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. | ||
== Go To == | == Go To == | ||
*[[Account | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 07:04, 6 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:
- go to Account management:
- in the Primary account admin tab, click Change next to the name of the current Primary Account Admin:
- select the new Primary account admin and click Replace:
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.