Change Account Administrator
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As with all Users, when the Account Administrator leaves, their account will need to be disabled. Unlike Users or User Managers, additional steps must be taken to identify a new Account Administrator in AESDirect, as they are the individual directly responsible for AESDirect maintenance. The Account Administrator must nominate their replacement.
To Change an Account Administrator...
- Login to AESDirect
- Under Account Maintenance, click 'Manage Users'
The AESDirect: Manage Users screen will open
- Search for the User
- Enter at least one character of a search string
- Choose how you will 'Search by...'
- Username
- E-Mail Address
- First Name
- Last Name
- Click 'Search'
A list of matches will be returned.
- Click 'Edit' next to the User you would like to make the Account Administrator
- Click 'Transfer Account Administrator Role to This User'
The AESDirect: Transfer Account Admin window will open.
- Complete any profile information that may be missing. All fields must be completed.
- Click 'Transfer Account Administration'
You will be asked to confirm the change of Account Administrator a first time
- Click 'OK'
You will be asked to confirm the change of Account Administrator for a second time
- Click 'OK'
You will see Admin Transfer Successful if there are no problems. Account Administrator privileges will transfer to the User selected. You will no longer be an Account Administrator.
- Check on the Status of your changes.
- Under Account Maintenance, click 'Update Account Profile'
The new Account Administrator contact information should be listed
If the Account Administrator is No Longer Available…
If the User designated as an Account Administrator leaves the company and does not nominate a replacement Account Administrator before their password expires, there are manual steps you can take to have a new Account Administrator nominated. These steps are very similar to those outlined when an Activation Code was required to reset a password.
- FAX a Letter Requesting the Change of Account Administrator
Fax # (301) 562-7795
This request must be on company letterhead from an authorized company officer (President, CEO, etc.) and signed by that company officer. The letter must specifically request that you wish to nominate a new Account Administrator as the one on file is no longer employeed by the company.
Include the following:
- Company Name
- Company ID Number (EIN, SSN, or DUNS)
- AESDirect Username. Either
- New Username you wish to be created; or
- Existing Username
- The new administrator information:
- Name
- Phone Number
- Fax Number
- E-Mail Address
- Mailing Address
- Signature & Title of the person requesting the change
- Once we have received your fax, we will contact the new Account Administrator and provide a Username, if new, and a Password.
- The New Account Administrator must login. They will be forced to reset their password
All passwords at least 8 characters long and contain characters from 3 of these 4 groups
- Lowercase Letters
- Uppercase Letters
- Numbers
- Special Characters: ¡ # $ %
See Password Rules for all password parameters.
- Under Account Maintenance, click 'Update Account Profile' to verify your information is correct.
