Assigning the Owner Role to Another User Account in Kayako

Overview

Kayako comes with five pre-built user roles (owner, administrator, agent, collaborator, and customer). The most powerful of all the user roles in Kayako is the owner role. It can perform all changes including changing the price plans or updating the billing information. When your organization signs up for Kayako, the initial user account that is created will automatically be assigned to the owner role.

You can also assign the owner role to additional users. This can be done by the owner user account only. Admin user accounts do not have the power to assign an owner role. In addition, only the owner role can delete another owner role account. An owner cannot delete or disable their own account.

NOTE: If you want to update the owner's name on the account's billing information, check out the Checking or Updating Your Billing Information, Price Plan, or Payment Method article.

Prerequisites

• To assign another owner role in Kayako, as mentioned above, you will need to log in with an owner user account.

Solution

Follow these steps to assign an owner role to another user account:

1. Sign in to Kayako and go to the agent area.
2. Search for and open the user profile you want to edit.
   NOTE: Use the search function to look for a user's profile or go to https://domain.kayako.com/agent/users to search from the Users widget. Just change the "domain" with your actual domain name. Or you can search from the Users widget by clicking the icon on the left-hand panel.
   

3. From the Role field, select the owner role from the drop-down menu.

   

4. Click the Submit or Update Properties button to save your changes.

   NOTE: If you are assigning a user to a more powerful role, for example, from collaborator to agent, a warning dialog box will pop up and ask you to confirm the change.