How to change account information
By default, only the account admin can access the account's settings, where important information like company name and address can be updated.
From any page, click your user profile icon at the lower left corner, then click Settings in the dropdown menu.
This opens the Company Details page, where you can alter the company name or address, change language, and set the timezone for the account.
Once you've made any necessary changes, scroll down and click Save at the bottom left.
Change the language used account-wide
From the same account settings page as above, you can change which language applies to all Clients and reports across your account.
Click the Language drop-down, then click the language you wish to use as the default account language.
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
Customers may need to change their account admin due to company changes over time. For security purposes, only the existing admin user can alter the account admin.
To do so, the existing admin should update the account profile and change the name, photo, email address, and password to reflect the new admin. If a Staff user is being made the admin, make sure to delete the Staff user account first. Follow these steps for a smooth transfer:
Log in as the current Admin using their credentials.
Access the Profile section by clicking the user icon in the lower-left corner and selecting "Profile."
Update the Admin profile details, including the name and email address, to reflect the new Admin’s information.
Optionally, update the password during this process or use the "Forgot Password" option after the email update.
Save the changes.
If the new Admin’s email is already associated with a Staff user account, delete the Staff user profile first by navigating to the "Users" page, locating the Staff user, and removing them.
❓ Company and Account Management FAQ
Why am I getting an email error when trying to update the email address?
If the new Admin encounters any email conflicts, ensure that the conflicting Staff user profile is deleted before proceeding. Navigate to the "Users" page, locate the Staff user with the conflicting email, and remove them.
What if I don't have access to the current Admin account?
For security purposes, we need multiple pieces of evidence that prove account ownership before we can assist in changing account ownership. Please contact AgencyAnalytics support for assistance.
Can I transfer the Admin role without updating the email?
In general, we advise updating the account email address to ensure account security and so proper access continues. That said, if the email address used for the Admin account can be transferred internally within your email system, then the email does not need to be changed.
💬 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 😄