How to Change Master Admin Users

If a new Master Admin user needs to be assigned to an account, the current Master Admin must replace them from their account.

SSO not Enabled

If SSO is not enabled on the account:

1. In your Account Settings page, navigate to the Users tab.
2. Click Replace master admin...

3. Select the user who will become the new Master Admin.
4. Enter your password to confirm the switch.

SSO Enabled

Due to the switch needing to be confirmed by the current Master Admin user entering their password, the account must have SSO disabled before the switch can be made.

Switch Phase

Master Administrator (Alice): 

1. Turn off SSO in the system by selecting the Change to Password option on the Security page.
2. Sign out.
3. On the Sign In page, click Forgot password? Follow the procedure to create a password.
4. Sign in with the password.
5. Click the “Replace Master Admin” link to select Bob’s username as the new Master Administrator.
6. Enter the Master Administrator's (Alice's) password to make the switch.

Administrator (Bob): 

1. On the Sign In page, click Forgot password? Follow the procedure to create a password.
2. Sign in with the password.
3. Verify the Master Administrator has been transferred.

Post Switch Phase

Master Administrator (Bob): 

1. Assign Alice’s username to a Business Unit; otherwise, Alice will not see any services.
2. Turn on SSO again by selecting the Change to Single Sign-On (SSO) option on the Security page. The screen will automatically re-populate with the previous SSO settings, as they will have been retained.

3. Sign out.

4. Sign back in using the SSO link to verify the login.

Administrator (Alice): 

1. Sign out of the application.
2. Aign back in using the SSO link to verify login and ensure assignment to the required Business Unit.

The Master Administrator handover process is now complete.