The Account owner is responsible for managing a account.
Responsibilities
The responsibilities of the Account owner include:
- receiving emails relating to events that may affect the account, such as software updates
- changing the subscription plan if required - to increase or decrease the number of users
- nominating another staff member as Account owner, if required
- updating the payment details for monthly subscription invoices
- servicing requests for personal data relating to their clients, contacts and suppliers
- requesting the support team to delete specific data from the account, if required
- managing multi-factor authentication (MFA) settings for the account.
Working as Account owner
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Identify the Account owner
To identify the Account owner, go to
> General > Staff. The Account owner is the staff member flagged with the Account Holder label.
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Initial Account owner
The person who created the original free-trial account is automatically nominated as the initial Account owner. This person will remain in the role of Account owner when the free-trial account becomes a subscribed account.
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Delete the Account owner
It is not possible to delete the staff record of the staff member who has been nominated as Account owner. To delete the staff member record of the current Account owner, you must first nominate a new Account owner.
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Nominate a new Account owner
You may wish to nominate a new Account owner for a variety of reasons, including:
- The current Account owner is leaving the business.
- You wish to make a different person responsible for the account.
- Ownership of the business has changed, requiring a change of staff responsibilities.
The staff member who is to take over the role of Account owner must be able to log in to the account.
To give another staff member Account owner status, you must be logged in as the existing Account owner.
To nominate a new Account owner for your account:
- On the toolbar go to
> General Settings > Staff.
- On the Staff screen, drill down on the name of the staff member you want to nominate as Account owner.
- In the staff record, scroll down to the Privileges section.
The Make Account Owner button is visible only to the existing Account owner when viewing the staff record of other staff members.
- Click the Make Account Owner button, and confirm transfer of ownership.
- The Account owner label is now displayed against the nominated staff member.
- The new Account owner is given full access to all privileges.
- The new Account owner cannot change their own access privileges, which ensures that there is always at least one staff member with full access to all privileges.
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Enforce mandatory MFA
As Account owner, you can make MFA mandatory for all staff who can log in to the account.
By enabling mandatory MFA, all staff who access this account are required to authenticate using MFA when signing in to their account. Staff who have not yet enabled MFA on their account need to set up MFA the next time they sign in to by linking their account with an MFA Authenticator app and creating answers for backup security questions.
When you enable mandatory MFA, all staff automatically receive an email notifying them of this change, including instructions on the setup process.
To make MFA mandatory for all users in your account:
- On the toolbar go to
> General > Organisation Settings.
- On the Organisation Settings screen, scroll down to the Account section.
- In the Enforce MFA for All Users drop-down list, select Enabled.
This feature is available only if you are logged in as Account owner.
- On the toolbar go to
If you have any problems or questions about working with the Account owner, please contact support.