Assign a company administrator

The company administrator is initially assigned when the company account is first created, and can be modified only by a store administrator from the Admin.

  1. On the Admin sidebar, go to Customers > Companies.

  2. Find the company in the list and click Edit.

    Companies {width="700" modal="regular"}

  3. Expand Expansion selector the Company Admin section.

    Company Admin {width="700" modal="regular"}

  4. Enter the Job Title of the new company administrator and click Proceed to continue.

    This action clears the form and the required First Name and Last Name fields are highlighted.

  5. Enter the Email address of the new company administrator.

    If the system doesn’t find the email address in the database, you are prompted to confirm that you want to replace the company administrator.

    • If a user account doesn’t exist for the new company administrator, the system creates an account of the Company Admin type.

    • If the user account exists in the system, it is moved to the company administrator position in the company structure.

  6. Enter the First Name and Last Name, and any other information as applicable for the new company administrator.

  7. When complete, click Save.

    The individual account of the former company administrator remains in the system as an active individual user account in the company structure, assigned to the default user role.

    The system sends email notification of the change to the new and former company administrators.