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How to Update Account Admins
How to Update Account Admins

This article will walk you through the steps to update or change different account admins.

Updated over a week ago

If you need to update an account admins in your portal, follow these steps:

Identify the Account:

First, you'll need to identify which type of account needs updating- portal admin or partner admin. If you are updating the admin for your partner account, please keep in mind that we require the partner (company) name to make the change.

Provide Information:

When emailing [email protected], include the following details:

  • First and last name of the current account admin.

  • First and last name, along with the email address, of the new admin who will be taking over the role.

Email Template Example:

Subject: Request to Update Account Admin

Hello Partner Portal Support Team,

I am reaching out to request an update to the account admin for our [Partner Company Name/Portal Account]. Below are the details:

- Account Name: [Partner Company Name/Portal Account Name]

- Current Admin: [Current Admin's First and Last Name]

- New Admin:

- First Name: [New Admin's First Name]

- Last Name: [New Admin's Last Name]

- Email Address: [New Admin's Email Address]

We appreciate your assistance with this update.

Thank you,

[Your Name]

Confirmation and Processing:

Once we receive your email with the required information, our support team will process the request and update the account admins accordingly.

If you have any questions or need further assistance, feel free to reach out to our support team at any time.

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