Risk Management Platform Ideas

Change Primary User

There needs to be a better flow for changing the primary user of an account. If the primary contact info is changed in HGA or Organization Settings, it just changes the name and email associated with the same account, so the previous primary user can still access the account. If you are attempting to make one of the secondary users primary, then email errors occur since each email address can only be associated with a single user and users cannot be deleted.

This would be much easier if Primary Contact were a permission that could be set like Administrator (but was allowed for a single user in an account only)

  • Guest
  • May 6 2016
  • Future consideration
Reporting Customer gina.arnold@epicbrokers.com
  • Attach files
  • Guest commented
    July 05, 2016 13:54
    Hi Help Desk,

    For our client, [redacted], we need to update the super user to be [redacted]. However, she was previously set up with user access, just not super user access, so her email address cannot be upgraded to super user. Can you please go in and delete her archived user and set her up as the super user? Thanks!

    Partner

    https://succeedms.desk.com/agent/case/8674