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Change Ownership/Primary Contact of a SmartVault Account

Overview

This article will assist in changing the primary contact on an account.

Resolution

Follow some or all of these steps to change the Primary Contact on the account:

  1. Sign into the SmartVault client portal as an account Administrator . (If you have only one user in the account, you may have to add another administrator to the account to complete the remaining steps.)
  2. Click the Account Name on the left .​
  3. To change the Primary Contact/Owner of the account right-click on the blue globe icon  and click View Properties.
  4. At the pull down box that says Primary Contact select your new user to make them the primary contact.



    At this point you may be done, but proceed to step 5 if you want to remove the old primary contact as an administrator.


    Removing the previous Primary Contact:
  5. If you are logged in as the old Primary Contact, log out. 
  6. Log in as another administrator, or the new Primary Contact.
  7. Right-Click the Account Name on the left .
  8. Select Manage Administrators.


     
  9. Locate the Administrator you would like to remove, and click Remove. 
  10. To remove the Administrator from the account completely, click Manage Licenses, locate the Administrator on the User tab, and click Remove.

Considerations

If you are just looking for how to add a new admin to your account, follow this link: Add an Additional Administrator

There are several reasons you may need to transfer ownership of a SmartVault Account. 

  • You may want one of your current administrators to receive notifications and status alerts for the account instead.
  • You may be transferring your account to new owner because you hired a new admin or have sold your business. 
  • You may be the administrator of the account, but want to change your email address.
  • You may want to change the primary contact because you want to remove the existing primary contact from your account.
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Last modified
11:26, 13 Jul 2016

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