The Primary Admin is the person in charge of your organization's account. To change who that is, for example when your treasurer changes:
- Make sure the new person is already a member (any role except Auditor) and has an authenticator app set up. If they're new, invite them first.
- In Members, open their ⋯ menu and choose Offer Primary Admin role….
- Choose one of:
- Add them as another Primary Admin: nobody leaves.
- Hand over the Primary Admin role to them: under When they accept, I, choose whether you'll leave the organization or become an Admin, Bookkeeper, Approver or Viewer.
- Confirm with your authenticator code and choose Offer role.
The person accepts from a card on their Dashboard, using their authenticator. Nothing changes until they accept. You can withdraw an offer while it's waiting. Offers expire after 7 days.
An organization always needs a Primary Admin. The last one can't leave until someone else accepts the role.
For an everyday treasurer who doesn't need to be Primary Admin, change their role instead (see How do I invite or remove someone?).
Still have a question? Email support@usedevote.com, or browse the Help Center.
