Manage Your Account Settings
Your account settings are where you keep your company name, address, language, and timezone up to date. By default, only the account Admin can open these settings and make changes, which keeps your account details secure.
Update Your Company Details
From any page, click your user profile icon in the lower-left corner, then click Settings in the drop-down menu.
This opens the Company Details page, where you can change the company name or address, select a language, and set the account's timezone.
Once you've made your changes, scroll down and click Save at the bottom left.
Change Your Account-Wide Language
From the same Company Details page, you can change the language used for all Clients and reports across your account.
Click the Language drop-down, then click the language you want to use as your account default.
Click Save at the bottom left to confirm this change. After a few moments, the page will reload in the new language.
Change the Account Admin
You may need to change your account Admin as your team changes over time. For security, only the current Admin can make this change.
Before you start: If the new Admin's email is already used by a Staff user, delete that Staff user first. Go to the Users page, find the Staff user, and remove them. This prevents an email conflict during the transfer.
To transfer the Admin role, the current Admin updates the account profile with the new Admin's name, photo, email address, and password. Follow these steps for a smooth transfer:
Step 1: Log in as the current Admin using their credentials.
Step 2: Click the user icon in the lower-left corner and select Profile.
Step 3: Update the Admin profile details, including the name and email address, to reflect the new Admin's information.
Step 4: Update the password now, or use the Forgot Password option after the email is updated.
Step 5: Save the changes.
❓ Company and Account FAQ
Why am I getting an email error when trying to update the email address?
This usually means the new email is already tied to a Staff user account. Go to the Users page, find the Staff user with that email, and remove them. Then try the update again.
What if I don't have access to the Admin account?
For security, we need a few pieces of evidence proving account ownership before we can help change account ownership. Contact AgencyAnalytics support and we'll help you sort it out.
Can I transfer the Admin role without updating the email?
In most cases, we recommend updating the account email so access stays secure and clear. That said, if your email system lets you transfer the existing Admin email internally, you don't need to change it.
What's Next
Customize your user profile to update your name, photo, and password
Create and manage Clients across your account
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄