The Account Owner is a user role that has full administrative control over the account and its settings. If you're unsure who the Account Owner of your FastField account is, or you need to change the Account Owner, this guide will help you locate the information you need.
Finding Your Account Owner
1. Log in to the FastField Portal.
- Note: You'll need to have the appropriate permissions to access account information in the Portal.
2. Find the Team tab in the left navigation panel.
- Note: You'll need admin privileges to view this section.
3. Under the Team tab, select My Users > Users.
4. On the Users page, you should see a list of users associated with your FastField account. The Account Owner is designated by a check mark under the Account Owner column.
5. Once you find the Account Owner in the list, their name or email will be displayed. You can contact them directly for any account-related inquiries or requests.
Changing the Account Owner
If you need to change the Account Owner for your FastField account, follow these steps:
- Identify the New Account Owner: Make sure the person you want to designate as the new Account Owner has an active FastField user account.
- Contact Support: Reach out to FastField support or your Customer Success Manager to initiate the Account Owner transfer process. Provide the new owner's details and the reason for the change.
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Verification Process: FastField does require additional verification to ensure the security of the account. This may involve confirming the change with the current Account Owner or verifying billing information.
- Learn more about the verification process for changing the Account Owner.
- Confirmation: Once the change is approved, the new Account Owner will receive confirmation on their new role.
Frequently Asked Questions
Q: Can I designate multiple Account Owners?
A: By default, FastField accounts have a single designated Account Owner. If you require multiple users with administrative privileges, consider assigning them as Admins within your organization. Admins have various levels of access and control over the account.
Q: How long does it take to change the Account Owner?
A: The timeframe for changing the Account Owner can vary depending on the verification process and the responsiveness of all parties involved. FastField aims to facilitate the process as efficiently as possible.
Q: Can I change the Account Owner at any time?
A: Yes, you can change the Account Owner for your FastField account when needed. However, this process may require verification and approval from FastField support to ensure account security.
Q: What happens to the previous Account Owner's access and data?
A: When the Account Owner is changed, the previous Account Owner's access and permissions will be adjusted accordingly. They will no longer have full administrative control over the account.
Q: Is there a specific format for providing the new Account Owner's details for the transfer process?
A: While there isn't a strict format, it's essential to provide accurate and complete information about the new Account Owner. This typically includes their full name, email address, and any relevant contact details. The more information you can provide, the smoother the transfer process will be.