Who is an account owner?
The account owner is the user who originally created or requested the account (for example, via a trial request). This user is considered the primary owner of the account.
Owner vs Administrator
Both roles have the same permissions when it comes to configuring the account and managing users. However, there are two key differences:
- There can only be one account owner, but there can be multiple administrators.
- An administrator cannot delete the account owner, whereas the owner can delete administrators.
Why is an owner required?
An account owner is necessary for two main reasons:
- There must always be one user with complete control over the account. All other users can be modified or removed, but the owner remains the primary authority.
- For the support team, the account owner acts as the authorized representative for critical requests that can significantly impact the account, such as:
- Upgrades or downgrades
- Activating or deactivating modules
- Account suspension or deactivation
How can ownership be transferred?
Ownership can only be transferred by current account owner to another user.
1. Current account owner should login in eRS Cloud.
2. Navigate to the 'Details' tab in administration section (Administration >> Details).
3. Click on 'Transfer Ownership' button and select new owner.
4. Enter account password to confirm that you want to transfer ownership and then click 'Transfer'.
5. You will see a confirmation message stating that ownership transfer email has been sent. Transfer will be complete once the new owner opens his/her email and accepts ownership.
Once the ownership has been transferred, there will be a tag next to the name of the new owner in the list of users (Administration >> Manage Users).
How to transfer ownership if the current owner has left the organisation and cannot be contacted?
In such scenario, all OR minimum 2 Admin users (whichever is less), need to send individual emails to support@enbraun.com mentioning that...
"The current account owner ________________ (enter name and email address of the current account owner) is not contactable and therefore _____________ (enter name & email of new account owner) should be made the new account owner."
Example: If you have 5 remaining active users with administrator rights, then at least 2 of them need to send an individual email to support@enbraun.com requesting ownership transfer.
If you have 1 remaining active user with administrator rights, then that user needs to send an individual email to support@enbraun.com requesting ownership transfer.