Changing Company Admin

Changing Company Admin

Introduction

To change the role of a Company Admin in your system, you can follow these steps: 

How to Change Company Admin?

Notes

Note:

  1. Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign someone else as a Company Admin. 
  2. When an existing Company Admin assigns someone else as a Company Admin, they automatically become an Administrator by default. If they don't have the required Administrator details, they may need to provide dummy details to proceed.
Step 1: Go to the Admin > Staff section. 



Step 2: Locate and click on the Edit icon next to the staff member whose role you want to change to Company Admin. 



Step 3: Select Company Admin from the Role drop-down options. 

Step 4: After selecting Company Admin, click on the Update Staff button to save the changes. 




Step 5: You will receive the following pop-up, click on Yes to process.


Step 6: You will receive a confirmation message at the bottom right corner of your screen and you will be redirected to the login page.
staff-updated-successfully


Step-7: Once the Company Admin has been updated, they need to update their personal profile.




To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.