COMPANY031 - Change master admin role self-serve

Here’s a step-by-step guide for changing the Master Admin role within a company account:

1. Click on You in the left menu (Note: If the new Master Admin is already a user, you’ll need to delete their account first).

2. In the Contact menu click on Edit next to the Login Email.

Important: Company accounts email must be associated with the company domain (not consumer domains), and the person who typically has financial sign-off should be designated as the Master Admin.

Make sure to review the document on Understanding the Role of a Master Admin before assigning the new Master Admin.

3. Click Edit 

  4.  Add their email address here and click Submit.  

5. New Master Admin will receive a code that you will key in here to validate.

6. Once the new Master Admin logs in, they will need to update the Contact page with their name and mobile number to receive OTP codes via text/SMS.