Replacing the client administrator in Stratocast™ - Stratocast™

Stratocast™ Integrator Guide

series
Stratocast™
revised_modified
2020-09-11

Once a client account is active, you can replace the current client administrator with another user, regardless of their user level or whether they have activated their Stratocast™ account.

What you should know

The new client administrator can be a user from another Stratocast™ account, the same account, or it can be a user that is new to Stratocast™. You can also promote a client user to the role of client administrator, regardless of whether the client user is registered to the same account.

If you are adding a username that is already registered with another Stratocast™ account, the username's account information such as the first and last names, language preference, and mobile authentication key is not overwritten. By entering the username, Stratocast™ is able to determine whether the user is new or has already been registered to other accounts.

Procedure

  1. If your username is registered to multiple Stratocast™ accounts, select an account.
  2. Click Clients, and then search for or select an account from the Account name column.
  3. In the Users section of the client's Edit page, click Replace administrator.
  4. In the Replace account administrator page, enter the following parameters for the new client administrator:
    First name
    The user’s first name (or given name).
    Last name
    The user’s last name (or surname).
    Phone number
    The user's phone number.
    Language
    The language of the user interface. The user must log off and then log on for this change to take effect.
    Identity provider
    The Internet site that provides the user with their user account, which enables single sign-on access to the system.
    Username
    The username of the valid user account that is required to log on to the system. To better manage your accounts, you can add the same username to multiple Stratocast™ accounts and for different user levels. For example, the same username can be assigned for an integrator user in one account and a client administrator in another account.
    NOTE: The Username field can only be edited after the user has activated their account.
  5. (Optional) Clear the Same as username check box, and enter an email address if you want the user to receive emails at a different email address to the one in the Username field. Select this check box if you want the Username and Email address values to be the same.
  6. Click Create.

Results

The status Replacing account administrator appears in the Account state field. Once the process has been completed, the previous client administrator can no longer access the client account.