How do I change the System Administrator?
This article explains how to change the System Administrator for your organisation. We cannot do this for you, for security reasons.
The System Administrator must be an active user with the role of Finance Team. Users with the Finance Team role can also change the System Administrator for your organisation.
We recommend having at least one more Finance Team user, aside from the System Administrator, for the sake of accountability and in case of any illness/unavailability etc.
What is the purpose of the System Administrator?
The System Administrator should be the person in your organisation who is the designated point of contact for finances within your organisation. The System Administrator is also:
- The point of contact for new ExpensePlus users in your organisation (welcome emails for new users will reference this person)
- Our point of contact for your organisation
- The default category approver for new expenditure categories
Change the System Administrator
Firstly head to the Settings screen from the menu on the left-hand side:
Then select 'System Settings', and then 'Organisation settings' as shown:
Then click the pencil icon to the right of the screen:
In the pop-up window that appears, you can then select your new System Administrator from the list of users that appears (these will be users with the Finance Team role).
At the bottom of the pop-up window, press 'Submit' to confirm your change.
If your previous System Administrator is no longer involved with your organisation's finances, you may want to deactivate their account. For more information, please see our help guide article: How do I revoke a user's access? You cannot deactivate the account of the person currently set as the System Administrator.
To help you better understand how to customise ExpensePlus, please watch the module overview video here.