This guide will explain the account owner role within the Exchange, the role permissions and settings and how to update the details for the account owner.
What's a Exchange Account Owner?
I've been assigned the Exchange Account Owner role. Do I need to do anything?
How do I change a user's role?
How do I change or input a user's email?
Who's assigned the Exchange Account Owner role?
How can I change the Exchange Account Owner of my company?
What's a Exchange Account Owner?
The Exchange Account Owner is the Director (or named Sole Trader) who is responsible for the administration of their Ltd Company or business's Trustd and Exchange Accounts. The Exchange Account Owner is the only role that can edit key account information, including bank details. This information is managed through Trustd.
The Exchange Account Owner has the authority to view and edit:
- All user roles (alongside Company Admins)
- Company Trustd profile
- Company profile
- Bank details stored in Trustd
- Business documents stored in Trustd
I’ve been assigned the Exchange Account Owner role. Do I need to do anything?
When you next log in, you’ll see a pop-up asking you to review and verify your company’s users and their assigned roles. If any of the user roles are incorrect, please change them accordingly.
How do I change a user's role?
You can change a user's role in two ways.
1. In the pop-up above asking you to review and verify your company users when you first log in to the Exchange as a Exchange Account Owner. We recommend you do this as soon as possible.
2. In Settings > Users/Drivers on the Exchange
Changing a user's role via the pop-up:
Click on the user role you want to change:
This drop-down menu will appear where you can change the user's role accordingly:
Changing a user's role via Settings.
Click the Settings icon > Users/Drivers:
Click the pencil icon on the right:
Then you can edit the user's details, including their user role:
How do I change or input a user's email?
To change or input a user's email click the Settings icon > Users/Drivers:
Click the pencil icon on the right:
You can then input or change the user's email. They'll then receive an email asking them to verify their user role:
Who's assigned the Exchange Account Owner role?
The Exchange Account Owner role is automatically assigned to the person who has completed the initial Trustd application for their company.
How can I change the Exchange Account Owner of my company?
If your company needs to change its Exchange Account Owner, or the previous Exchange Account Owner has left the company please submit a support request so we can help assign a new Exchange Account Owner to your company’s account.