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
    rec_search_select_user.png
  2. Under Account Actions, select Designate Account Holder
    designate_account_holde.png
  3. Click the bubble next to the account member you want to be the primary account holder
    parent_user.png
  4. Click Update Parent
    update_pareent.png



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