Changing the Ownership/Primary Contact of a SmartVault Account

To change the ownership or primary contact of your SmartVault account: 

  1. Sign in to the SmartVault Portal as an account administrator.

      Note

    If you have only one user in the account, you may have to add another administrator to the account to complete the remaining steps.

  2. Click the initials at the top right corner of the page and select Settings.

    Settings_option.png

  3. Under Manage Account, click Account Properties.

    Account_Properties_option.png

  4. Click the Primary contact box and select the new user you want to be the primary contact.
    Change_primary_contact.png
  5. Click Save Settings to apply the change.

Removing the previous primary contact as an Administrator

  1. If you are logged in as the old primary contact, log out.
  2. Log in as another administrator or the new primary contact.
  3. Click the initials at the top right corner of the page and select Settings.
  4. Under Manage Groups, click Administrators.

    Account_Properties_Administrators.png

  5. Locate the Administrator you would like to remove and click Remove.

    Remove_admin.png

  6. To remove the Administrator from the account altogether, click Account Settings on the top bar.

    Account_settings_-_bar_button.png

  7. Under Manage Groups, click Licenses.

    Account_settings_-_Licenses.png

  8. Locate the Administrator on the User tab, and click Remove.

Considerations

If you are looking for how to add a new admin to your account, follow this link: Add an Additional Administrator

There are several reasons you may need to transfer ownership of a SmartVault Account. 

  • You may want one of your current administrators to receive notifications and status alerts for the account instead.
  • You may be transferring your account to a new owner because you hired a new admin or have sold your business. 
  • You may be the administrator of the account but want to change your email address.
  • You may want to change the primary contact because you want to remove the existing primary contact from your account.
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