How to find the admin at my company/firm?

It is important to know who the administrators are within your firm for effective communication and management of user access. This guide provides steps to identify the admin at your firm and what to do if you need assistance.

Suggested Solution:

1. Reach Out Internally

   • Start by asking your colleagues if they know who the dedicated admin is within your firm. This is often the quickest way to find out who manages user permissions and system configurations.

2. Contact Your Client Directly

   • If internal communication does not yield results, reach out to your client directly. They can confirm the admin details or upgrade your access to a vendor admin role if needed.

Important Considerations:

• Permissions: Ensure you have basic user access before requesting admin-level information.

• Role Upgrades: If your client agrees to upgrade your access, they may need to submit a request or complete an approval process.

Tips for Effective Communication:

Tip: Keep a list of internal contacts who are knowledgeable about user roles and access for future reference.

Note: Always maintain a record of communications with your client for tracking purposes.

By following these steps, you can identify the administrators at your firm or take the necessary steps to adjust your access permissions.