Transfer Primary Account Admin Rights: Difference between revisions
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{{#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. | [[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: | ||
*go to '''Account management''': | *go to '''Account management''': | ||
https://pic.planfix.ru/pf/UR/gpcEce.png | https://pic.planfix.ru/pf/UR/gpcEce.png | ||
*in the '''Primary account admin tab''', click '''Change''' next to the name of the current Primary Account Admin: | *in the '''Primary account admin tab''', click '''Change''' next to the name of the current Primary Account Admin: | ||
https://pic.planfix.ru/pf/Gq/FQMPmt.png | https://pic.planfix.ru/pf/Gq/FQMPmt.png | ||
*select the new Primary account admin and click '''Replace''': | *select the new Primary account admin and click '''Replace''': | ||
https://pic.planfix.ru/pf/2A/CNzrSc.png | https://pic.planfix.ru/pf/2A/CNzrSc.png | ||
==Please note== | ==Please note== | ||
*when primary account admin rights are granted to a different user, the new Primary Account Admin automatically becomes the account administrator. | *when primary account admin rights are granted to a different user, the new Primary Account Admin automatically becomes the account administrator. | ||
Revision as of 13:18, 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:
- 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.