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Planview Customer Success Center

How do I edit the head administrator of my workspace?

The workspace head administrator can transfer the responsibility for the workspace to another administrator. Additionally, the account administrator can change the head administrator for workspaces in the account.

A user must first be a workspace administrator before becoming a head administrator.

Change the Workspace Head Administrator

To change the head administrator as a workspace member:

  1. Navigate to a workspace you are a member of. 
  2. In the workspace toolbar, click the Administration menu and select Administrators.

    change head admin workspace 1 2 may 2020.png

  3. In the Head administrator sub-section, click Change button on the right side of the window.

    Change the Head Administrator 2.png

  4. From the new window that appears, select a new head administrator from the available list.
  5. Click Send request.

    change head admin workspace 4 5 may 2020.png

An email message is sent to the selected person, who must accept the request before the change will take effect. You will be notified by email if the person accepts or declines the request. The previous head administrator will become an administrator in the workspace once a new head administrator is assigned.

If the head administrator is not available, the Projectplace account administrator can change the head administrator of a workspace. 

Change the Head Administrator as an Account Administrator

To change the head administrator: 

  1. Click the tool selector Tool selector.png in the top navigation bar, and select Account administration.
  2. Click the Workspaces tab.
  3. Click the workspace name for which you want to change the head administrator. The workspace detail pane opens on the right side of the window.

    Change HA as an Account Adminstrator 1.png

  4. Click the Administrators section to see the workspace administrators.

    Change HA as Account Administrator 2.png

  5. Click the More options icon More Menu Icon.png next to the name of the Administrator you want to assign the Head Administrator role to.
  6. Select Make head administrator from the available list.

    Change HA as a Account Adminisitrator 3.png

If the workspace doesn't have any assigned administrators, at least one administrator will need to be assigned before the head administrator can be reassigned.

 

 


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