You can update the ownership or primary contact of your SmartVault account from the SmartVault Portal. This is useful when responsibilities change, ownership is transferred, or contact details need to be updated.
Before You Begin
- You must be signed in as an Account Administrator.
- If your account has only one user, you may need to add another administrator before you can complete this process.
Change the Primary Contact
- Sign in to the SmartVault Portal as an account administrator.
-
Open account settings.
Click your initials in the top-right corner, then select Settings. -
Go to Account Properties.
Under Manage Account, click Account Properties. -
Select a new primary contact.
Click the Primary contact field and choose the user you want to assign as the new primary contact. -
Save your changes.
Click Save Settings to apply the update.
Remove the Previous Primary Contact as an Administrator (Optional)
If you no longer want the previous primary contact to remain an administrator, follow these steps.
- Log out if you're currently signed in as the old primary contact.
- Sign in as another administrator or as the new primary contact.
-
Open settings.
Click your initials in the top-right corner, then select Settings. -
Remove administrator access.
Under Manage Groups, click Administrators.
Locate the administrator you want to remove and click Remove. -
Remove the user's license (if needed).
From the top menu, click Account Settings, then select Licenses under Manage Groups.
On the User tab, locate the user and click Remove.
When You Might Need to Change Ownership or Primary Contact
You may need to update the primary contact if:
- You want another administrator to receive account notifications and status alerts.
- You've hired a new administrator or transferred account ownership.
- You're updating the email address associated with the primary contact.
- You plan to remove the existing primary contact from the account.