The company administrator is initially assigned when the company account is first created, and can later be modified only by the store administrator from the Admin.
To change the company admin:
On the Admin sidebar, tap Customers. Then, choose Companies.
Find the company in the list, and click Edit.
Expand the Company Admin section. Then, do the following:
Enter the Job Title of the new company admin.
Enter the Email address of the new company admin.
If the system doesn’t find the email address in the database, you are prompted to confirm that you want to replace the company admin.
Tap Proceed to continue.
The form is cleared, and the required First Name and Last Name fields highlighted.
- If a user account doesn’t exist for the new company admin, the system creates a new account of the “Company Admin” type.
- If the user account already exists in the system, it is moved to the Company Admin position in the company hierarchy.
Complete the First Name and Last Name, and any other fields as applicable for the new company admin.
When complete, tap Save.
The individual account of the former company admin remains in the system as an active individual user account in the company hierarchy, assigned to the default user role.
The system sends email notification of the change to the new and former company administrators.