Assigning the company administrator role for one or more companies

Members with the Company Administrator role can add contacts to an organization and edit contact information. Any staff user can assign a member to the Company Administrator role directly from the company participant list as long as the member has a user login.

A contact can be the company administrator to multiple companies, even if they are not a member of the company. Once a user has been given the Company Administrator role, they can assign it to other members within the contacts list.

Do the following to assign someone to company administrator role:

  1. Navigate to the company's (organization) account page.
  2. Click the Contacts tab.
  3. Do one of the following:
  4. If the contact is already listed in the roster:
    1. Click the role or title link next to their name.
    2. From the Group member detail window, click the edit icon.
    3. From the Role drop-down, choose Company Administrator.

      4. Assigning someone the company administrator role

  5. If the contact is not listed in the roster:
    1. Select the Add contact link and add the contact to the roster.
    2. From the Role drop-down, choose Company Administrator.

      3. Assigning someone the company administrator role

  6. Save & Close the changes.
  7. Repeat these steps for all organizations you need the person to be the company administrator of.