Account Owner
Each Unleashed account can have only one designated Account Owner, who will be responsible for managing the account and handling subscription and billing changes.
Below is a list of attributes available only to "Account Owner" users:
Has full access to all pages within their Unleashed Account.
Can access the Billing page and request subscription and billing-related changes, e.g., upgrades, downgrades, cancellations.
Can view Unleashed subscription invoices.
Can access the account's unique API credentials via the Unleashed API Access page.
Can create or delete a Sandbox.
Can reset 2-Step Authentication (2SA) for other users.
How to identify the Account Owner
To identify your Account Owner, your user's role must have the "Settings > Users" permission enabled.
To identify the Account Owner:
From the main menu, go to Settings > Security > Users.
Above the Users grid the "Account Owner" will be named.
Superusers
Multiple users can be assigned the 'Superuser' role within an account. By default, 'Superuser' is a fixed, predefined role under Settings > Security > Roles. The Account Owner can assign the Superuser role to existing users via the Role column on the Users page or invite new users to their Unleashed account, selecting Superuser as the Role.
Assigning Superuser Role
To assign the Superuser role to an account within Unleashed, follow these steps:
Log in to your Unleashed account.
Navigate to Settings > Security > Users.
Locate the user account you wish to assign the Superuser role to.
Click on the user's "Role" field, and update the selected account's role to Superuser.
Once completed, the account will have Superuser privileges, allowing access to advanced configurations and tasks within the system.
If changes to the Superuser role do not take effect immediately, follow these troubleshooting steps:
Clear Browser Cache and Cookies:
Access your browser’s settings and navigate to the option for clearing browsing data.
Clear the cache and cookies for an extended time period (e.g., all time).
Log out of your account and log back in to verify whether the changes have been implemented.
Partner Users
If you are working with a Partner of Unleashed, you can the option to invite the partner as a "Partner User". Partner Users of an Unleashed account have full access and editing rights to your Unleashed account like a Superuser, but they do not count as a licensed user for your subscription. This means that you do not need to assign an existing user license to a Partner User, provided the Partner is setup with their own Partner Unleashed account.
Points to note
The "Partner" must be a registered partner of Unleashed to be added as a partner-user.
Partner Users cannot be assigned User Roles and their permissions cannot be edited or changed. They have the same access as a Superuser.
Partner Users do not count as a standard user in an Unleashed account and will not use a license from the Unleashed subscription.
How to invite a Partner User
Provided the Partner has their own Partner-based account in Unleashed already setup, they can be invited to be a Partner User of your account be following the below steps:
From the main menu, go to Settings > Security > Users.
In the top right corner, select "Invite a User".
Fill in the "Invite a User" form, providing the partner's current Unleashed login email address.
Click "Invite".
The Partner will be immediately listed at the bottom of the User page, under the "Partners" section.
If the Partner's details are displayed with your account's "Users" instead of under "Partners", contact the Partner and ensure the correct email address has been used to invite them, and confirm they have been set up as a Partner of Unleashed.
For more details on working with Partners of Unleashed, see Find an approved Unleashed Partner.
Frequently asked questions
How do I update the account owner?
How do I update the account owner?
To change the account owner, the current account owner must contact support and request the change, and the next account owner must be a user. They must include the new account owner's email address in the request, and the next account owner must already be an invited user.