Understanding the Agency Owner Role in Your Agency Account

Introduction

The Agency Owner role is the primary user in agency account management, enhancing decision-making and communication processes. This role provides additional privileges and streamlines ownership transfers, contributing to efficient and effective agency operations.

What is the Agency Owner's Role?

The Agency Owner role is designed to establish a primary User for an agency account and facilitate critical communications and actions through them. The role will have the same permissions as an Agency Admin but with additional privileges, such as the ability to transfer ownership and being the main point of contact for account-related actions, such as account deletion or payments.

What are the functionalities of this role?

The functionalities of the Agency Owner role include:

• Serving as the primary User for an agency account, making them the main point of contact for critical communications and actions.

• Retaining the same permissions as an Agency Admin, ensuring they can manage and oversee all aspects of the agency account.

• Possessing the exclusive ability to transfer ownership to another user with an Agency Admin role provides account management flexibility.

• Preventing other Agency Admins from changing the Agency Owner's role or deleting their account without transferring ownership ensures account leadership stability.

• Collaborating with other users in the agency account to make crucial decisions and manage the team effectively.

What are the benefits of this role?

The Agency Owner role brings several benefits to agency account management:

• Clear Hierarchy: By establishing a primary user, the Agency Owner role creates a clear hierarchy within the agency account, making decision-making and responsibility delegation more efficient.

• Streamlined Communication: Having a designated point of contact for critical communications and actions ensures that important information is directed to the right person, leading to faster response times and better overall communication within the agency.

• Enhanced Control: The Agency Owner can transfer ownership, offering better control over agency account management and facilitating smooth transitions when needed.

• Stability and Security: Preventing unauthorized role changes or account deletions ensures that the Agency Owner maintains stability in the account leadership, contributing to a secure and well-managed agency environment.

• Improved Collaboration: The Agency Owner role fosters better collaboration between team members, as they have a clear leader to turn to for guidance, support, and decision-making. This can result in a more cohesive and productive team dynamic.

What are some excellent Usage Cases for this feature?

Agency Merger: Two agencies decide to merge their operations. The Agency Owner from one agency can transfer their ownership to the Agency Owner of the other agency, streamlining the merger process and consolidating account management.

Ownership Handover: The current Agency Owner is leaving the company or moving to a different department. They can transfer the ownership to a trusted Agency Admin, ensuring a smooth transition of responsibilities.

Account Deletion: The Agency Owner serves as the main point of contact for account-related actions, such as account deletion. If the agency decides to close its account, the platform can directly communicate with the Agency Owner for approval.

Billing and Payments: The Agency Owner can act as the primary contact for billing and payment-related communications, streamlining financial management for the agency and the service provider.

Team Restructuring: The Agency Owner can efficiently manage team roles and responsibilities, making strategic decisions on role assignments or transferring ownership when required, based on the agency's needs and growth.

Conflict Resolution: When conflicts arise between team members, the Agency Owner can step in as the primary decision-maker, using their authority to resolve disputes and maintain a harmonious work environment.

Strategic Planning: The Agency Owner can lead strategic planning sessions for the agency, leveraging their role as the primary user and decision-maker to set goals and develop action plans for the team.

Access Control: The Agency Owner can oversee access control for the agency account, ensuring only authorized users can access the account and its resources.

Compliance and Security: The Agency Owner can work closely with the platform provider to ensure the agency meets all compliance and security requirements, acting as the main point of contact for related communications.

Collaboration with External Partners: The Agency Owner can serve as the primary contact for external partners, such as clients, vendors, or other agencies, streamlining communication and collaboration while maintaining a clear line of responsibility.

How to Configure the Agency Owner Role?

For agencies newly created after this feature's release, The first Agency Admin added to the agency account will be marked as an agency owner.

For Existing agencies, we chronologically identify the first User added to the account with the below permissions setup.

User type: Agency

User role: Admin

Based on the above, We will change the user role in the backend from admin to owner.

Transferring Ownership:

To configure the Agency Owner Role, please navigate to the Agency view > Settings > Team. Edit the User who is the current Agency Owner.

Go to User Roles> Transfer Owner

Choose another agency admin to be made the next Agency Owner from the dropdown and click on Save:

Once you click confirm, the current Agency Owner will be automatically made an Agency Admin, and the chosen Agency Admin will be made the Agency Owner.