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 Auditor by default. If they don't have the required Auditor 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.





    • Related Articles

    • Updating Profile & Company Details

      Introduction The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your ...
    • Changing Password

      Introduction For security purposes, it is important to change passwords from time to time. Follow the steps given below to change your password. How to change a password Step 1: Click on the Profile icon. Step 2: Select My Profile. Step 3: Click on ...
    • Understanding Global Dashboard

      Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...
    • Connecting and Disconnecting an Audit Firm

      Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...
    • How to Resend Connect Request to an Audit Firm

      Introduction If you have already sent the connect request once to the audit firm and you want to resend it for any reason, follow the steps given below. How to Resend an Audit Firm Connect Request: Step 1: Click on Admin > Connect. Step 2: Click the ...