How to change the Super Admin

You can make only one person Super Admin who has full permission to do everything in your Adviser CRM account.  You can make anyone a Super Admin, so long as they are an Administrator first.  This video will show you how to make another user an Administrator and then change them to a Super Admin.

 

If the person you want to make is already an Administrator, then you can ignore that part of the video and go straight to how to make them a Super Admin.