Account Owner - Knowledge Base | BerniePortal

Account Owner

The Account Owner is the employer login that oversees employer settings and employee activity in BerniePortal. The current Account Owner's name and email appear under Account Owner on Account.

The Account Owner can transfer ownership while signed in to the employer account. A Global Admin who uses Switch to admin account can view the Account Owner on Account, but does not see Transfer Account Ownership.

There is one Account Owner at a time. For additional full-access admins, see Global Admin. For feature-scoped access, see Feature Admins.

To transfer account ownership:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Under Account Owner, select Transfer Account Ownership.
  3. In Transfer Account Ownership, type the employee's first name in the search field, then select Search.
  4. Select the radio button next to the employee's name.
  5. Select Save Changes.
  6. On Attach Account, review the confirmation, then select Save Changes.
After you save, BerniePortal redirects you to the employer dashboard. The new Account Owner manages both the Employer and Employee accounts with that employee's email login.

Notes:
  • The selected employee must have an email address. If they do not, add an email on their account before transferring.
  • Employees who are Feature Admins or Global Admins do not appear in the transfer list. Remove that assignment first if you need to transfer ownership to them.
  • Transferring ownership deletes scheduled reports created by the employer account.
  • Only verified employees appear in the transfer list.

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