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The person who creates a HappyFox account is the account administrator of that account.
When your organization’s Account Administrator leaves or changes roles, you may need another trusted user to take over the account admin role. To make this transition easy and prevent lockouts, we provide a role based permission called Manage Account Admin.
How to Change the Account Administrator
The Account Administrator or anyone with the Manage Account Admin permission can update the Account Administrator. Assigning a new admin immediately replaces the existing one once the change is confirmed.
Step 1: Go to Basic Settings
Head on over to Manage >> Account Settings >> Basic Settings
Step 2: Select the New Account Administrator
Open the Account Administrator dropdown and choose the user you want to appoint (Person B).
Note: The Account Admin can choose any agent within their account to be the new Account Admin and does not require the Manage Account Admin permission and bypasses the email verification process.
Step 3: Save Your Changes
Click Save Changes.
A banner will appear prompting you to check your email to confirm the update.
After you click the confirmation link in your email, the system updates the Account Administrator to the selected user.
How does the “Manage Account Admin” permission work?
This permission allows specific users in your company to nominate and confirm a new Account Administrator - even if the original admin is no longer available.
The Manage Account Admin permission is a role-based permission and it cannot be assigned to a user directly.
To ensure your organization can smoothly transition to a new Account Administrator if the current one leaves, we strongly suggest adding this permission to a role that includes one or two trusted team members.
How to give the “Manage Account Admin” permission to a role
- Go to Manage → Roles
- Select an existing role or create a new one
- Locate the Manage Account Admin permission and enable it
- Save the role
- Assign that role to the individuals who should be able to nominate and confirm a new Account Administrator
Once these users have the role, they automatically gain the ability to update the Account Administrator whenever needed, helping prevent account lockouts.
Who Can Become an Account Administrator?
A user can be made the Account Administrator only if they already have the Manage Account Admin permission.
If a user does not have this permission, they will not appear as an option in the Account Administrator dropdown.
To make this transition easy and prevent lockouts, we provide a role based permission called Manage Account Admin.
What Happens After the Change
Once a new Account Administrator is confirmed:
- The previous admin is automatically replaced (only one admin can exist at a time)
- All users with the Manage Account Admins permission receive an email notification
- The audit log records who initiated and completed the change
Best Practices to Avoid Admin Lockouts
To keep your account safe and manageable:
- Assign Manage Account Admins to a small group of trusted individuals
- Review role assignments when team members move or leave
- Avoid relying on only one person to hold this permission
