Overview & background
If your 'Account Owner' is leaving the company or is on an extended leave or vacation, it's typically a good idea to change the 'Account Owner'. If another user in your company is made the account owner, they will become the de facto 'Owner' of all of the projects covered under the account.
While you can only have one 'Account Owner', you can have several 'Account Managers'. There's really no functional difference between the 'Account Owner' and 'Account Managers'-- each can create new projects under the account, add and remove users, and update billing information. Any 'Account Manager' can be made the 'Account Owner' at any point throughout.
How to change the Account Owner and/or Managers:
The following steps are not applicable to Enterprise accounts. If your account is an Enterprise account, please reach out to email@example.com, who will assist with the change.
If you are an 'Account Owner', log into the web version of Fieldwire. (app.fieldwire.com)
Select the 'People' tab from the account dashboard.
Select the appropriate 'Account Manager', and change their permission level to 'Account Owner'.
Be sure to update the credit card details if necessary. This article speaks more to that:
- How to add an account manager or user
- How to consolidate paid accounts