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 name and address
Change the account-wide language
Set the account's timezone
Change the account Admin
Update Your Company Details
To update your company name, address, language, or timezone, open the Company Details page from your user profile menu.
Step 1: From any page, click your user profile icon in the lower-left corner.
Step 2: Click Settings in the drop-down menu.
Step 3: On the Company Details page, change the company name or address, select a language, and set the account's timezone.
Step 4: Scroll down and click Save at the bottom left.
Change Your Account-Wide Language
You can change the language used for all Clients and reports across your account from the same Company Details page.
Step 1: Click the Language drop-down on the Company Details page.
Step 2: Click the language you want to use as your account default.
Step 3: Click Save at the bottom left to confirm the change.
After a few moments, the page reloads 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: Click Save.
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, AgencyAnalytics needs a few pieces of evidence proving account ownership before help changing account ownership can be provided. Contact AgencyAnalytics support, and the team will help you sort it out.
Can I transfer the Admin role without updating the email?
In most cases, we recommend updating the account email to keep access 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 if the current Admin uses Google Sign-In?
If the current Admin uses Google Sign-In, they must set a password for the admin account before changing the email. This ensures uninterrupted access during the transition. After the email update, the new Admin can continue using Google Sign-In or switch to password-based authentication.
What to Check Out Next
Update your name, photo, and password by reading Customize your user profile
Set up and organize your account by reading Create and Manage Clients
Manage who has access to your account by reading Create and Manage Users
💬 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 😄