Adding An Additional Account Owner

 
If you are the current license holder or an owner on the Organimi account license, you can add additional account owner(s).
 
Account Owners have special permissions/rights to do the following:
  • Modify the license
  • Add organizations under the same license
  • Invite or add additional administrators
 
To add an additional account owner: 
  1. Ensure you are a current license holder or an owner on the account license.

  2. From your organization's dashboard, select your name in the top right corner, then click My Account/ Profile.

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      3. On the left, select Account Owners. 

 

                            The Account Owners screen appears.

 

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                             a.  In the Add account owner field, type the email address of the person you wish to

                                 add as an Account Owner.

                             b. Click the INVITE OWNER button.

       

                                   A confirmation message appears.

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       4. Click the Confirm New Account Owner button to make the person an Account Owner, or click

          Cancel to cancel adding the new Account Owner.

                                 The invitee's email address appears in the Pending Acceptance field until they                                            accept the invitation.

    

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                              Organimi sends an email invitation to the invitee.

 

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       5.  The invitee clicks the Accept ownership button to accept the invitation and becomes an account owner.

 

                                      The Accept Invitation screen appears.

                               

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   6. The invitee can create an account if they do not have one or click the Accept Invitation button to access Organimi.
 
                              Approved and accepted owners appear in green.

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7. Click the X in the upper right corner to exit the Account Owners screen.
 
 
 
For details on adding Users to your org chart, see Creating Different User Types in Organimi.
 
 
 
Here's a quick video:
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Having trouble? Contact us at support@organimi.com or ask us about our concierge service.
 
 
 
 
 
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