How to Swap Master Admin Accounts under SSO

Scenario

The current Master Administrator (Alice) is about to go on vacation and must transfer the Master Admin role to another user (Bob), another Administrator in the system. The environment is set up with Single Sign On (SSO).

Alice needs to make Bob the new Master Administrator on the system.

Switch Phase

Master Administrator (Alice): 

1. Turn off SSO in the system by selecting the Change to Password option on the Security page.
2. Sign out.
3. On the Sign In page, click Forgot password? Follow the procedure to create a password.
4. Sign in with the password.
5. Click the “Replace Master Admin” link to select Bob’s username as the new Master Administrator.
6. Enter the Master Administrator's (Alice's) password to make the switch.

Administrator (Bob): 

1. On the Sign In page, click Forgot password? Follow the procedure to create a password.
2. Sign in with the password.
3. Verify the Master Administrator has been transferred.

Post Switch Phase

Master Administrator (Bob): 

1. Assign Alice’s username to a Business Unit; otherwise, Alice will not see any services.
2. Turn on SSO again by selecting the Change to Single Sign-On (SSO) option on the Security page. The screen will automatically re-populate with the previous SSO settings, as they will have been retained.

3. Sign out.

4. Sign back in using the SSO link to verify the login.

Administrator (Alice): 

1. Sign out of the application.
2. Aign back in using the SSO link to verify login and ensure assignment to the required Business Unit.

The Master Administrator handover process is now complete.