How to Change the Portal owner

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Introduction

You can transfer portal ownership at any time using an operator with an administrator role. If there isn’t currently an operator with that role, you’ll need to either assign administrator rights to an existing operator or add a new one with the administrator role.

  • To locate the current Portal owner, go to Settings > Company info and click the profile icon in the top right corner.
  • Then, click the Choose an administrator button on the right side of the page.

Step-by-Step Instructions

  • All operators with the administrator role in the portal will be displayed, allowing you to select the desired one.
  • A confirmation message will be displayed, click Change to confirm your changes.

Tips

  • Make sure the new portal owner has full administrator rights.
  • Only administrators will appear in the list of eligible users.
  • Review user roles regularly to keep your CRM access secure.

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