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 of this role can only be performed by the Current Company Admin as per the below instructions

Important Note

If the existing Company Admin does not have Auditor details saved to their profile you will receive the below error after completing step 4.  This error occurs because we change the original Company Admin user to an Audit role when complete (the user role can then be changed or deleted if required).  To avoid this error, please add auditor details to the Company Admin profile befor changing the role. 

To add Auditor details click on your name (Top Right of Screen) and select Profile.

Once opened complete the highlighted fields with random data (eg 123) and save, (phone must be 10 digits no spaces).

Step 1

Go to Admin > Staff

Step 2

Switch users 

Select the Edit icon on the desired user

Step 3

​Change Role to Company Admin (Top Option) & Save

Step 4

A confirmation pop up will appear, select yes

Once completed you will be logged out and taken back to the login page

• Related Articles

• 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: Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign ...

• Changing Staff for Audit Roles

  Changing Staff for Audit Roles The article below explains how to re-assign the staff assigned to an existing audit job. Step 1 - Open the Assigned Staff Menu. There are several ways to trigger the 'Assigned Staff Menu'.   Option 1 - From My Audit Job ...

• Managing Staff

  Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...

• Roles & Permissions

  Roles & Permissions The below instructions will assist you in editing Roles and Permissions for existing users in Cloudoffis.  For assistance in creating new user accounts for your staff please click here. Permissions can be adjusted for each user ...

• Staff Creation, Roles & Permissions

  Staff Creation, Roles & Permissions This guide contains steps to create new users. edit users and provides further details for the individual roles and permissions. Create New User This can only be performed by users with administration access (refer ...