Change the Primary Administrator

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Change the Primary Administrator on your ActiveCampaign account

The ability to change the Primary Administrator of your ActiveCampaign account is a crucial feature for organizations and teams that manage multiple users. The Primary Administrator is essentially the account owner, empowered to access vital account settings such as updating billing information, upgrading or downgrading the account, and submitting requests for account name changes. Understanding how to manage this role effectively ensures continuity and security within your account's administration.

Why It Matters

There are specific scenarios where changing the Primary Administrator becomes essential. For instance, if the current admin leaves the organization or if there is a need to delegate responsibility to another individual for better account management. Additionally, having the correct admin in place is critical for ensuring access to sensitive account settings, including billing and user management.

How to Access This Feature

Accessing the feature to change the Primary Administrator is straightforward but requires the user to be a part of the Admin group. Depending on your role, you can either change the primary admin from the current admin's account or if you are an admin user, you can perform the change on behalf of the current admin.

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:

1. Log into the Primary Administrator’s account.
2. Click on Settings (gear icon). This action takes you to the Account tab in your navigation bar.
3. Update the email address in the Login Email field.
4. 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:

1. Log into your account.
2. Click on Settings (gear icon).
3. Select Users and Groups from the navigation bar.
4. 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.
5. This will open the Edit User modal, where you can update the email address for the Primary Administrator.
6. 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:

1. Log in to the Primary Administrator account or your Admin user account.
2. Click on Settings (gear icon).
3. Go to Users and Groups in the navigation bar.
4. 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.
5. Update the username in the Username field.
6. Click the Save button.

Configuration Options and Settings

When changing the Primary Administrator, it is crucial to be aware of the following configuration options:

• The email used for the Primary Administrator must not already be assigned to another user.
• The email utilized for the Primary Administrator needs to have a verified and authenticated domain. Ensure to follow the guidelines for verifying and authenticating your email domain.

Best Practices and Tips

• Regularly review the user roles within your ActiveCampaign account to ensure appropriate permissions.
• Make sure to inform the new Primary Administrator of their responsibilities, especially regarding billing and account settings.
• Verify the email domain credentials of the incoming Primary Administrator to prevent issues with account access and communication.
• Maintain a backup of account details to facilitate easy transitions between administrators.

Common Use Cases with Examples

1. **Transitional Scenario**: If your company is restructuring and the current Primary Administrator is leaving, simply follow the steps for updating the primary admin to ensure smooth continuity.

2. **Delegation of Duties**: In a large organization, you may wish to change the Primary Administrator to a team member who will be managing the marketing and communications, thus empowering them with necessary capabilities while keeping the previous admin informed.

Troubleshooting

If you encounter issues during the transition of the Primary Administrator, consider the following:

• Ensure you are logged in as an active user within the Admin group.
• Check that the email address intended for the new Primary Administrator is not associated with any existing ActiveCampaign user.
• Verify that the new email domain is authenticated to prevent any login or communication problems.

FAQ

Q1: Can I have multiple Primary Administrators?

No, each ActiveCampaign account can only have one Primary Administrator at a time.

Q2: What happens if my email address gets disconnected from my account?

If your email is disconnected, you will no longer have access to your account. It is vital to ensure the new admin email is correctly configured.

Q3: How long does it take to process a change in the Primary Administrator?

Changes made through the Primary Administrator are immediate, while changes performed by Admin group members require saving the settings, ensuring the new email is correctly authenticated.

Q4: Can I change the domain of the Primary Administrator's email?

Yes, but the new email's domain must be verified and authenticated as per ActiveCampaign guidelines.

Q5: What if I forget to save changes when updating admin details?

If you do not click Save, changes will not be applied. Always ensure to confirm that settings are saved.

Q6: How can I verify my email domain for authentication?

Refer to the step-by-step guidance on verifying and authenticating your email domain in the ActiveCampaign documentation.

Q7: Who do I contact for assistance if I encounter issues?

If you face issues and no Admin users are available, reach out to ActiveCampaign's Customer Experience team for support.

For further assistance, please refer to the relevant sections in the Account Management documentation. ```