How to Remove an Account Owner

You may need to add or remove Account Owners from your WorkSmarter account. This article will explain how.

Go to Company Settings:

From the main menu, navigate to Company Settings via the organisation tab.

Access the Account Owners Section:

In Company Settings, click on Account Owners to see a list of all users with this status.

Select the User:

Using the dropdown menu, find the user you wish to remove or add as an Account Owner and click on their name.

Reassign Account Ownership (if needed):

If required, assign the Account Owner role to another user before completing the removal if only one account owner is required.

Save Changes:

After making the necessary changes, ensure you click Save to confirm the removal of the Account Owner status.

Important Notes:

Permissions: Once the Account Owner status is removed, the user can no longer access all users on the platform. However, if they are a department manager, they will have access to those users in the department where they are the manager.

Reassigning Responsibilities: Before removing a user as an Account Owner, make sure any necessary responsibilities have been transferred to another individual to avoid disruptions in managing the account.

By following these steps, you’ll successfully remove or add a user as an Account Owner within the platform.