Skip to main content

Understanding the Agency Owner Role in Your Stack Account

The Agency Owner role in Stack is designed to enhance decision-making and streamline communication within your agency. This role comes with additional privileges, making it a vital part of efficient agency operations.

What You'll Learn​

  • Agency Owner Role Overview
  • Functionalities and Benefits
  • Usage Cases
  • Transferring Ownership
  • FAQs

What is the Agency Owner's Role?​

The Agency Owner role serves as the primary user for an agency account in Stack. This user is the main point of contact for critical communications and actions, similar to an Agency Admin but with added privileges. These include the ability to transfer ownership and manage account-related actions like payments or account deletions.

Functionalities of the Agency Owner Role​

  • Primary User: Acts as the main contact for essential communications and actions.
  • Admin Permissions: Retains all permissions of an Agency Admin.
  • Ownership Transfer: Can exclusively transfer ownership to another Agency Admin.
  • Role Stability: Prevents changes to their role or account deletion without transferring ownership.
  • Team Collaboration: Works with other users to make decisions and manage the team effectively.

Benefits of the Agency Owner Role​

  • Clear Hierarchy: Establishes a clear leadership structure, improving decision-making and delegation.
  • Streamlined Communication: Ensures important information reaches the right person quickly.
  • Enhanced Control: Provides better control over account management and smooth transitions.
  • Stability and Security: Maintains leadership stability by preventing unauthorized changes.
  • Improved Collaboration: Fosters a cohesive team dynamic with clear leadership guidance.

Usage Cases​

  • Agency Merger: Simplifies the merger process by transferring ownership between agencies.
  • Ownership Handover: Facilitates smooth transitions when the current owner leaves or changes roles.
  • Account Deletion: Acts as the main contact for account-related actions, like account closure.
  • Billing and Payments: Serves as the primary contact for financial communications.
  • Team Restructuring: Manages team roles and responsibilities efficiently.
  • Conflict Resolution: Uses authority to resolve disputes and maintain a harmonious environment.
  • Strategic Planning: Leads planning sessions, setting goals and action plans.
  • Access Control: Oversees account access to ensure security.
  • Compliance and Security: Works with Stack to meet compliance and security requirements.
  • External Collaboration: Acts as the primary contact for clients, vendors, or partners.

Transferring Ownership​

To transfer ownership in Stack:

  1. Navigate to Settings > Team in the Agency view.
  2. Edit the current Agency Owner's user details.
  3. Go to User Roles > Transfer Owner.
  4. Select another Agency Admin from the dropdown to become the new Agency Owner.
  5. Click Save to confirm.

Once confirmed, the current Agency Owner becomes an Agency Admin, and the selected Admin becomes the new Agency Owner.

FAQs​

Q: Can an agency account have multiple Agency Owners?
A: No, only one Agency Owner is allowed at a time. Ownership must be transferred to change the owner.

Q: What happens if an Agency Owner is deleted from the system?
A: The system assigns ownership to the next user based on creation date. If no suitable users exist, ownership assignment is paused until an appropriate user is added.

Q: Can other Agency Admins change the Agency Owner's user role?
A: No, only the Agency Owner can transfer their role to another Agency Admin.

Q: Will the Agency Owner role impact the Agency Admin role?
A: No, the Agency Owner role does not affect the permissions of Agency Admins. The Agency Owner has the same permissions, with additional privileges for ownership transfer and account management.