Elevate contact to Owner with full permissions

Owned by Brent Meriwether (Unlicensed)
Last updated: Aug 23, 2022
2 min read

The following will show you how to invite (or elevate) contacts so that they have full permissions to help manage a Location.

Contacts with Owner permissions may:

  • Create or edit Reports, Sensor Maps and Alerts.

  • Add or remove Devices.

  • Invite or Modify Contacts to access that Location.

    • This includes elevating others to Owner role.

  • Edit or Remove the Location.

Owners may not Add Locations nor can they edit or remove the parent Company. That functionality is reserved for the Admin role.

How to invite a Contact as a new Owner

1- Log into the dashboard account as Admin (or another contact who already has Owner) permission.

2- Go to the Contacts screen.

3- Open the list of Contacts and find the entry for the user in question.

If the Contact does not appear in the list you can add them as a new contact using the Add Contact button. You can then follow the remaining steps below.

4- Location the entry under their Access permissions and select the dropdown to modify their permission to Owner.

5- Be sure to select Save Contact to commit the change.

The Contact will receive an email informing them that their permission have been modified. You will also see the updated Access permission indicated on the Contacts screen.

Common task: Elevate Owner after Admin leaves the company

If you have an existing account where the Admin has left the Company, the following is our recommendation for a quick update to secure your account:

  1. Log into the Admin dashboard account and change the Password from the Account screen.

  2. Go to the Contacts screen and elevate yourself (and others if desired) to Owner role for any Locations the Admin owns.

If you feel you really need to update the Email for the Admin account, refer to How do I change the Admin owner for a Location? .