How to change the primary account holder

Updated: 12/15/2021
Article #: 276


To change the primary account holder, follow the below steps: 

 

1. Log in to your Help Desk portal with an administrative account

2. Click on Admin (left side menu) to access the Admin section

3. Click on Account to verify the primary account holder

4. Click Agents/Groups/Roles (Admin section) to list all your agents

5. Click Edit on the agent that you'd like to make the primary agent

6. Scroll down (under field Groups) and check ON "Is Primary Agent" 

7. Scroll to the bottom and Click Update.

8. You've now changed your primary account holder.

 

 

Want more information on Cayzu Help Desk? Visit https://www.cayzu.com







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