Editing Change the Primary Administrator (section)

== Step-by-Step Instructions ==

=== Updating the Primary Administrator through the Primary's Account ===

To change the '''Primary Administrator''' in the account of the current admin:

# Log into the '''Primary Administrator'''’s account.
# Click on '''Settings''' (gear icon). This action takes you to the Account tab in your navigation bar.
# Update the email address in the '''Login Email''' field.
# Click the '''Save Settings''' button.

=== Updating the Primary Administrator as a Member of the Admin Group ===

If you are a user in the Admin group and need to grant another user '''Primary Administrator''' rights, follow these steps:

# Log into your account.
# Click on '''Settings''' (gear icon).
# Select '''Users and Groups''' from the navigation bar.
# In the '''Users''' tab, click the '''Edit''' button next to the current '''Primary Administrator'''’s information. Note that the '''Primary Administrator''' will not have a checkbox next to their name.
# This will open the '''Edit User''' modal, where you can update the email address for the '''Primary Administrator'''.
# Click the '''Save''' button.

Once you update the email address:

* The new email address will be reflected for account login.
* The default '''from''' email address used in campaigns, automation emails, and 1:1 emails will be updated.
* If the previous primary admin's email was linked to Deals, you may need to reconnect the new admin's email.
* Ensure to update or delete the old user account associated with the previous email address.

=== Updating the Primary Administrator's Username ===

To change the username for the '''Primary Administrator''', perform the following:

# Log in to the '''Primary Administrator''' account or your Admin user account.
# Click on '''Settings''' (gear icon).
# Go to '''Users and Groups''' in the navigation bar.
# Click the '''Edit''' button next to the '''Primary Administrator'''’s name. Note that the '''Primary Administrator''' will not have a checkbox adjacent to their name.
# Update the username in the '''Username''' field.
# Click the '''Save''' button.