📝 Overview
Each account is assigned at least one Account Owner. By default, the person who registers the account is given Owner status, but you can have as many Account Owners as you like and Owners can add or remove other Owners at any time.
Account Owners have the highest level of access on an account and are the only role that can perform certain actions, such as requesting billing date changes and account closures.
🛠️ How to Add an Account Owner
To grant Account Owner status to an existing staff member, go to Staff ➜ click 'Options' beside the desired staff member ➜ click 'Make Owner'.
💡 Only Account Owners can add or remove other Account Owners.
🛠️ How to Remove an Account Owner
To remove Account Owner status from a staff member, go to Staff ➜ click 'Options' beside the desired staff member ➜ click 'Remove as Owner'.
⚙️ Billing & Account Closure Requests
Account Owners can request changes to their service fee billing dates and request account closures by contacting the support team at [email protected].
⚠️ Requests submitted by non-Owners for these actions will require an Account Owner to verify before they are processed.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
How many Account Owners can a business have?
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There is no limit. You can have as many Account Owners as you like on a single account.
What happens to a staff member's permissions when their Owner status is removed?
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Removing Owner status leaves the staff member with admin permissions — their account is not deleted. You can then adjust their permissions or delete the account from the Staff section if needed.
Can a non-Owner request billing changes or an account closure?
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Non-Owners can submit a request, but an Account Owner will be required to verify it before it is processed. For the quickest resolution, it is best for an Account Owner to contact the support team directly.