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Manage organisation owners and primary contacts

Updated

Available for the following: Bureau Client Portal
Available for the following user access levels: Admin

Question

How can I change an account owner in Employment Hero?

Answer

Users with account owner and admin permission settings can change an account owner in Employment Hero. Click on the accordion below to see a step-by-step guide on how to action this.

Change account owner
  1. Log in to Employment Hero.
  2. Click on Settings on the left-hand side menu.
  3. Click on the Primary Contacts button.
  4. Click on the Add Owner button.
  5. Select Organisation Member from the drop-down list.
  6. Click the Add Owner button.
Change primary contact
  1. Log in to Employment Hero.
  2. Click on Settings on the left-hand side menu.
  3. Click on the Primary Contacts button.
  4. Click on the 3 dots next to the name of the employee you want to make a primary contact.
  5. Click on Make Primary. 

Further information

How many account owners can we have?
You can have a maximum of 3 account owners and a minimum of 1 in your account.
What is the Primary Contact tag?
The Primary Contact tag is useful if multiple owners exist and the customer wants to designate a main point of contact for the account.
What if I offboard an existing owner?
Offboarding an owner will also require a role update, which can be done directly in the offboarding section of Employment Hero. If the offboarding owner is the only owner, a new owner must also be selected at this time.
What does it mean to be an account owner?
As an account owner, you will have the same platform privileges as an admin user. An account owner will be the point of contact for Employment Hero to reach out to in the event of urgent incidents or account-related queries.

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