Account Management


 

Designate Account Holder

 

Overview

This article will show you how to switch the Account Holder for an account.

Important Note

The Parent is the person who should be the main account holder and point of contact.

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Under Account Actions, select Designate Account Holder
    select_designate_account_holder.jpg
  3. Click the bubble next to the account member you want to be the primary account holder
    select_the_bubble_next_to_primary_account_holder.jpg
  4. Click Update Parent
    select_update_parent.jpg



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