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Switching an Administrator Account to an Advocate Account

Overview

This article provides a step-by-step guide on how to convert an administrator account to an advocate account within a hub. It includes important considerations before making the change and detailed instructions to complete the process.

 

Information

Before converting an administrator to an advocate, be aware that there is no automatic process for this conversion and that an email address can only be associated with one user in the hub. Follow the steps below to manually switch the account type.

  1. An automatic downgrade is not available; the process must be done manually.
  2. Each email address must be unique to one user account within the hub.

 

Conversion Process

  1. Log in with admin credentials and navigate to Settings > System > User Management.
  2. Click on the name of the administrator you wish to convert.
  3. In the pop-up window, tick the Disable Account checkbox at the top left corner.
  4. Change the Email address to a temporary or dummy email address.
  5. Invite the disabled administrator to join the hub as an advocate using their original email address.

 

Below is a visual guide showing the first four steps of the process:

Animated guide for converting an admin to an advocate

For instructions on upgrading an advocate to an administrator, refer to this article.

 

FAQ

Can I automatically downgrade an administrator account to an advocate account?

No, the process of downgrading an administrator account to an advocate account must be done manually following the steps provided in this article.

Can the same email address be used for both an administrator and an advocate account?

No, each email address can only be registered to one user in the hub. You will need to use a unique email address for each account type.

How do I change the email address of an administrator before converting it to an advocate account?

You can change the email address of an administrator by disabling the account and then updating the email to a temporary or dummy address before inviting them as an advocate.

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