Transfer Primary Account Admin Rights: Difference between revisions
From Planfix
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*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. | ||
*to transfer primary account admin rights, you must be an 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. | *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 == | == Go To == | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 13:36, 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.