How to transfer the main administrator role
Transfer control through the dedicated action instead of sharing a password.
Transfer control through the dedicated action instead of sharing a password.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Management → Users
Add user · Permissions and sign-in
Step-by-step instructions
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Sign in as the main administrator. In the user list, find an active, approved colleague and use the crown button to transfer the role; carefully check the name in the confirmation.
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After the transfer, your colleague becomes the main administrator and you become an administrator. Verify the new roles together: this transfers control rather than creating a second main administrator.
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Review active sessions and user devices. Compare login details with the employee’s activity; end an unfamiliar session using the available control and change the password if unauthorised access is suspected.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
