Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: N/A
The account owner in Synergy is, by default, the person who signed up for the trial of Synergy, or was nominated as the owner during a migration from V4 to Synergy Cloud.
Only the current account owner can change the organisation's account owner, they are also responsible for subscription changes and billing.
Responsibilities
As the account owner, you are generally responsible for:
Primary contact point for your organisation in Synergy
You will receive any major notifications from Total Synergy
Setting up the organisation
Accepting Terms & Conditions
This is important to note, if you do not accept these, other users of your organisation will not be able to use Synergy.
Adding and inviting staff to use Synergy
Managing Subscription
You can add/remove users
You can add/remove add-ons
You can upgrade and downgrade the Edition of Synergy
Billing
If a payment fails, you will be notified
You can download invoices
You can change or update credit card information
How to change the account owner
Perhaps you are leaving the organisation, or someone else is better suited to be the account owner. You can change the account owner by following the below steps:
Warning: After selecting the new organisation owner and saving the change, all users currently logged in will be forced out of Synergy. They will not be able to log in again until the new account owner logs in and accepts the T&Cs.
Because of this, we suggest ensuring the new account owner is ready and available to log in.
Go to Organisation drop down > Subscription
Click "Change account owner"
Select a new owner from the dropdown list and click Save.
To select a new account owner, the nominated staff member needs to be a System Administrator in Synergy. You can change the security access level from within their staff details page.
If your account owner is no longer with the organisation and no one has access to the account or email, please contact Total Synergy support for additional assistance.
Changing account owner email
You cannot change the account owners' email from the staff list, like you can with other users. This restriction is in place because the account owner's email is linked to billing for your Synergy subscription.
If you need to change the account owners' email, it can be done from the Subscription Management page, but there are a few other things that need to be in place before you can do this.
Ensure the new email is added to the owners' user profile. See this article for steps to update your user profile: Updating your user profile.
In the staff list, ensure the new email is added as Email 2. This will be under Add more detail.
Go to the Subscription Management page and click Change email under the Owner email box.
Select the new email from the dropdown, and click save.
Go back to the staff list. The new email will now be in both the primary and secondary email fields. You can now remove the Email 2 entry and save the changes.
Now you know what a Synergy Account Owner is and can do! Make sure you choose the right person to be your account owner as they will need to be available to make any major changes, and accept terms and conditions should they change in the future.
Where to next?
Configuration
What other features does this relate to?