Promote an organization member to Account Owner

Who can use this feature?
Only Account Owners can promote organization members.

Note: You can only give Account Owner rights to people already in the account. To invite a new account owner you'll need to invite that person first and once registered, promote to Account Owner.

To promote an Organization Admin or View-only user to an Account Owner, follow these steps:

  1. Log in to your account.
  2. Click on your initials and from the drop-down, select Admin.Menu_admin.png
  3. Click the People tab on the left side of the screen.
  4. Click the vertical ellipsis next to the person's access.
  5. Click Make account owner. And that's all there is to it!

Account owners can manage an account in every aspect. Among other things, they can:

  • Access all dashboards.
  • Edit dashboards.
  • Manage user access.
  • Access the Plans & Billing section.

Further reading

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