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Planview Customer Success Center

How do I edit the head administrator of my workspace?

Video: Change the head administrator

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

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

Change head administrator for a workspace

To change the head administrator: 

  1. Go to the Administration tool in the workspace.
  2. Click on the Administrators section. 
  3. In the Head administrator sub-section, click Change.
  4. Select a new head administrator and click Send request.
  5. An email message will be 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 accept or declines.
  6. The previous head administrator will become an administrator in the workspace once there is a new head administrator.

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

Change head administrator as an account administrator

To change the head administrator: 

  1. Click on the tool selector Tool selector.png in the top navigation bar, and select Account administration.
  2. Click on Workspaces.
  3. Click on the workspace name for which you want to change the head administrator.
  4. Select the person that should be the new head administrator. The selected person must be an administrator, or be made an administrator before they can be the head administrator. 
  5. Click Save.


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