Account Owner - Knowledge Base | BerniePortal

Account Owner

Transferring account ownership will give employer admin authority to whomever is listed as the Account Owner. Account owners oversee all employer settings as well as employee activity in BerniePortal.

The current Account Owner will be listed under the "Account Owner" area of the "Account" tab.

Change happens, and it's important to keep BerniePortal up to date. To change the Account Owner:
  1. Select the "Account" dropdown. 

  2. Select “Transfer Account Ownership.”

  3. Use the search function to search employees within your employer to assign them as the account owner. 
  4. Select the desired employee’s name, and select “Save Changes.”

  5. Select "Save Changes" as shown in the below prompt. 

1. If an employee is already assigned as a Feature Admin, they cannot be added as the account owner, and will not display in the “Transfer Account Ownership” modal.
2. Only one employer admin is permitted at a time, however, other employees may be added as Feature Admins that have specific feature-based capabilities. 

Didn't find what you were looking for? Send us a ticket.

    • Related Articles

    • Assign Managers

      In the “Assign Managers” tab, the global admin has the ability to mass assign managers to employees. This tool is useful for organizations going through a re-structure, if a manager leaves, or if a large number of employees were never assigned ...
    • Account Tab

      The “Account” tab of an employer’s account area houses Account Information, Account Owner Information, and Enabled Features. The "Account" area is accessed by selecting the "Account" dropdown, then "Account."   Account Information: Current address ...
    • Feature Admins

      Feature Admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. While an employer's Global Admin has full access to BerniePortal, Feature Admins operate as additional admins that can be assigned to a ...
    • To Do - Assign Managers

      The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review. Use the dropdown menu for each To Do list header to ...
    • How to Create New Google Workspace Accounts via BerniePortal

      BerniePortal's no-cost integration with Google Workspace allows you to create a Google Workspace account for employees with an existing BerniePortal account. Linking an employee's BerniePortal account with their Google Workspace account allows you to ...