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L
lindak1119
Level 7
December 1, 2018
Question

Trying to change Master Admin in a Simple Start account

  • December 1, 2018
  • 1 reply
  • 14 views
No text available

1 reply

M
mazar
Level 6
December 1, 2018

Hello,

 

Because SimpleStart only allows 1 user, you cannot change the Master Admin.  What you would have to do is upgrade to Essentials, add the other user as a Company Admin.  Then once they accept invite and show as active, transfer the Master Admin role to them,  Once they accept the MA role, have them log in and remove the old user account and downgrade back down to SimpleStart.

 

If you have them right there with you, or on the phone this can all be done in a matter of minutes.

M
Malcolm Ziman
Level 4
December 1, 2018

I would think just changing the email address would do the same thing, and the name if that's possible

M
mazar
Level 6
December 1, 2018

Depending on HOW the user is setup.

 

For organizations where the person holding the position might change (treasurer for an HOA for example) I recommend setting up an email address specifically for that position. like ABCHOAtreasurer at gmail dot com and then have that be the Master Admin user.  That way anytime the position changes hands, no need to change the Master Admin, just change the contact name for the Intuit user ID and change the password for the gmail email account.

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