removing acct holder/admin to employee

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
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DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

removing acct holder/admin to employee

Post by DinaMacD » Tue Jan 22, 2019 1:26 pm

Myself and my husband had a partnership with our business. We separated but continued the partnership for 4 years. I purchased his half of the business in Sept of 2017 and he continued to work for me. Within Timetrex he remained as the account holder and admin and I am also an admin. He is no longer employed by me. Because he is the account holder and admin, I cannot mark him as terminated and issue him an ROE. How do I switch the account holder into my name and move him to employee status only. Thank you in advance for any information that can shed light on my issue.

mikeb
Posts: 457
Joined: Thu Jul 27, 2006 11:58 am

Re: removing acct holder/admin to employee

Post by mikeb » Tue Jan 22, 2019 3:07 pm

Are you still able to login as him (the administrator)? If so, you can simply create a new employee (yourself) that has Administrator permissions, then login as yourself and change his permissions to Regular Employee and terminate him.

DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

Re: removing acct holder/admin to employee

Post by DinaMacD » Tue Jan 22, 2019 5:56 pm

Thank you so much! I will try that and let you know how I make out 😊

DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

Re: removing acct holder/admin to employee

Post by DinaMacD » Tue Jan 22, 2019 7:29 pm

It’s telling me “unable to change permissionof your own group” when I try to change from admin to employee for my ex

DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

Re: removing acct holder/admin to employee

Post by DinaMacD » Wed Jan 23, 2019 4:11 am

I had an epiphany in the middle of the night and got it this morning...thank you 😊

DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

Re: removing acct holder/admin to employee

Post by DinaMacD » Thu Feb 07, 2019 9:46 am

help again...I created a new profile and could remove the old admin but now have no access to any employees other than the ones after i changed my profile....I need to access most for T4s and their information.

mikeb
Posts: 457
Joined: Thu Jul 27, 2006 11:58 am

Re: removing acct holder/admin to employee

Post by mikeb » Thu Feb 07, 2019 9:52 am

What permission group is your employee record assigned to? You can find it under Employee -> Employees, then edit your own employee record.

DinaMacD
Posts: 6
Joined: Mon Jan 21, 2019 1:45 pm

Re: removing acct holder/admin to employee

Post by DinaMacD » Thu Feb 07, 2019 10:26 am

thank you

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