Understanding the Agency Owner Role in Your CRM Account

What Is the Agency Owner Role?

The Agency Owner role designates the primary user in your CRM agency account. This user holds enhanced privileges to streamline decision-making, communication, and ownership transfers, ensuring efficient agency operations.

Key Functionalities

The Agency Owner role includes the following functionalities:

• Serves as the main point of contact for critical account actions and communications.
• Retains all permissions of an Agency Admin, plus exclusive rights to transfer ownership.
• Prevents other Agency Admins from altering or deleting the Agency Owner’s role without a transfer.
• Facilitates collaboration and leadership within the team.

Benefits of the Agency Owner Role

Adopting the Agency Owner role offers several advantages:

• Clear Hierarchy: Establishes a defined leadership structure for accountability.
• Streamlined Communication: Ensures important notifications reach the right person promptly.
• Enhanced Control: Allows smooth ownership transitions when needed.
• Account Stability: Protects against unauthorized changes to leadership roles.
• Improved Team Collaboration: Fosters a cohesive environment with clear guidance.

Common Use Cases

This role is beneficial in scenarios such as:

• Merging agencies, where ownership can be transferred to consolidate management.
• Handing over responsibilities when an owner leaves the organization.
• Managing account deletion, billing, or payment processes as the primary contact.
• Restructuring teams or resolving conflicts with authoritative decision-making.

How to Configure the Agency Owner Role

To assign or modify the Agency Owner:

1. Navigate to Settings, then Team.
2. Edit the user who is currently the Agency Owner.
3. Go to User Roles and select Transfer Owner.
4. Choose another Agency Admin from the dropdown to become the new Agency Owner.
5. Click Save, then confirm. The current owner will become an Agency Admin, and the selected admin will assume the Agency Owner role.

Frequently Asked Questions

Can an agency account have multiple Agency Owners?

No. Only one user can hold the Agency Owner role at a time. To change ownership, the current owner must transfer it to another Agency Admin.

What happens if an Agency Owner is deleted from the system?

If the Agency Owner is deleted, the system automatically assigns ownership to the next user based on creation date, in descending order. If no eligible Agency Admin exists, ownership assignment is paused until a qualified user is added.

Can other Agency Admins change the Agency Owner’s user role?

No. Only the Agency Owner can change their role by transferring ownership to another Agency Admin.

Will the Agency Owner role affect Agency Admin permissions?

No. The Agency Owner has the same permissions as an Agency Admin, plus additional privileges for ownership transfer and serving as the primary account contact.