Manage Your Trainual Account Owner

How can I check who our current account owner is on our Trainual account? 
If you're a current Billing Admin on your Trainual account, you have the ability to view the current account owner at any time. To do so, simply...

1. Expand the "Account" options from the left-hand navigation menu.

2. Choose "Settings."

3. Open the "General" tab.

4. Find the "Account Owner" section and review the name in the drop-down menu.

How do I change our Trainual's account owner? Can I transfer our Trainual account ownership to someone else on the team? The account owner left the company, now what?
If you're a Billing Admin on your Trainual account, you have the ability to select a new account owner at any time. To do so, simply...

1. Expand the "Account" options from the left-hand navigation menu.

2. Choose "Settings."

3. Open the "General" tab.

4. Find the "Account Owner" section and select a new account owner from the drop down menu (this list will be all other Billing Admins and Admins currently on the team).

5. Hit the "Update Account Owner" button to apply the change. 

📝 Please note: If you choose an Admin as the new account owner, they'll automatically be upgraded to Billing Admin permission level so they have the access needed to manage billing and plan information.

Learn more about Trainual permission levels here. ↗

What's the difference between a Billing Admin and an account owner?
An account owner is typically the sole, designated person assigned to manage your overall contract and relationship with Trainual. They'll hold Billing Admin permissions in Trainual, plus the added role of account owner and primary decision maker. Billing Admins, on the other hand, usually support with billing and plan needs, updates, and changes alongside the account owner, for example, with covering for PTO and extended absences, as financial point persons (often accounting personal), or stepping in during org changes or departures. Unlike account owners, there's no cap on how many Billing Admins a Trainual account can designate.

Why would I need to change our Trainual account owner?
Team changes happen — someone leaves the company, roles and responsibilities shift, promotions occur...updating your account owner ahead of time (or right after a change) keeps your billing and account access from getting stuck with someone who's no longer available. 

What happens if our only Billing Admin has left the company, and we need to update our Trainual account owner?
Account owner changes require someone on file with Billing Admin permissions. So if you no longer have access to your only Billing Admin (for example, they've left and you can't retrieve their login), then you won't be able to make this change yourself.

But, the Trainual Support team can step in to help — just reach out to support@trainual.com with the following information to begin the process: 

1. Provide the current account owner's email address:
2. Send the last 4 digits of the credit card number on file:
3. Confirm at least 2 other user emails in this account, not including yourself or the billing admin who has left:
4. Include your company's website URL:
5. Send over your position within the company and an included picture of your business card or your LinkedIn profile to confirm this statement:
6. Provide the new email address of the person you'd like the account to be under (if approved):

👉 Why do we need this? We take data protection and privacy very seriously at Trainual, so our policy is to obtain written verification before taking any action on your account.