Account owner: Difference between revisions
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The account owner is the person responsible for account payment and adherence to Planfix rules. By default, the account owner is the person who registered the account. Owner rights can be transferred to another [[Employees | employee]] in the account. | The account owner is the person responsible for account payment and adherence to Planfix rules. By default, the account owner is the person who registered the account. Owner rights can be transferred to another [[Employees | employee]] in the account. | ||
==Account owner capabilities== | ==Account owner capabilities== | ||
By default, the account owner 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: | By default, the account owner 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 account owner can give this capability to other employees. | *They handle account payment. The account owner can give this capability to other employees. | ||
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*Other administrators cannot edit their accounts. | *Other administrators cannot edit their accounts. | ||
*They can transfer their rights to another employee. | *They can transfer their rights to another employee. | ||
==Important== | ==Important== | ||
It's optimal for a company leader to be the person with account ownership rights. This avoids the situation wherein the [[Employees | employee]] who is the account owner is let go. If the account was initially created by an employee, we recommend transferring account ownership rights to the company leader. | It's optimal for a company leader to be the person with account ownership rights. This avoids the situation wherein the [[Employees | employee]] who is the account owner is let go. If the account was initially created by an employee, we recommend transferring account ownership rights to the company leader. | ||
Revision as of 07:37, 26 August 2019
The account owner is the person responsible for account payment and adherence to Planfix rules. By default, the account owner is the person who registered the account. Owner rights can be transferred to another employee in the account.
Account owner capabilities
By default, the account owner 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 account owner can give this capability to other employees.
- They are the only users with access to the Security and Email / Company server sections 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 account ownership rights. This avoids the situation wherein the employee who is the account owner is let go. If the account was initially created by an employee, we recommend transferring account ownership rights to the company leader.