Year End Transitions - Updating Account Owners & Admins
It is important that you keep the information associated with your online accounts, payment processor and financial institutions current.
Membership Toolkit Account Owners
On your Account Information page we ask you to provide us with the names and contact information for two individuals who are Account Owners. Make sure to keep this information updated. We send invoices and questions regarding your account to these two people.
To update your Membership Toolkit Account Owners go to Admin (you will need Account Owner Administrator Access) and select Account Settings.
Membership Toolkit Administrators
Review the list of your Membership Toolkit Administrators and remove anyone who should no longer have access to your account. Add any new Administrators.
To update your Membership Toolkit Account Access Control go to Admin (you will need Account Owner Administrator Access) and select Access Control.
Please note - you cannot revoke/grant access to yourself. Another Account Owner will have to do this for you. If you are the only Account Owner, add the new Account Owner first, then have them go in and revoke your access.