How to Change Company Admin?

How to Change Company Admin?

Introduction

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

How to Change Company Admin?

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.
‚Äč




    • Related Articles

    • Switching the Company Admin Role

      How to Switch Users for The Company Admin Role  There can be only one Company Admin User and this is a role with unrestricted access. The Company Admin Role is the only role where a user can be both an auditor and an administrator, and the changing ...
    • Updating your Company Details in Cloudoffis - SMSF Sorted

      Change Request Form To update any of the details listed below, please fill out a Change Request Form. 1. Company Name 2. ABN 3. Business admin email address 4. Business name in the accounting software 5. Business code in the accounting software Fill ...
    • Updating your Company Details in Cloudoffis- Auditomation

      Change Request Form To update any of the details listed below, please fill out a Change Request Form 1. Company Name 2. ABN 3. Business name in the accounting software 4. Business code in the accounting software Fill out the attached Change Request ...
    • Why can't I find Peer Review in the Change Status options?

      Please Note- This function is only available to SMSF Sorted firms using the Enterprise edition. Problem I can't select Peer Review as an option when I update the status of a job. Solution To enable the Peer Review status options, your business must ...
    • Setup or Change your Firm Logo in SMSF Sorted

      Overview This article with guide you through the requirements for logos in SMSF Sorted, and how to update from the default Cloudoffis logo. Requirements The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and not exceed ...