Difference between account owner and organization owner in BoldDesk
In BoldDesk, the Account Owner and Organization Owner have similar access levels. While both can manage most features, understanding their distinction is key for effective role management and ownership transitions.
Organization Owner
The Organization Owner is the primary account holder with full administrative control over the BoldDesk instance. The Organization Owner is not a distinct role but the agent who holds the Account Owner system role in BoldDesk, and their email has been used to register the BoldDesk account. Only one Organization Owner can exist per BoldDesk instance at a time.
Key privileges include:
- Invoice and billing-related emails, such as subscription renewals, payment confirmations, and invoice receipts, are typically sent to the Organization Owner.
- Only the current Organization Owner has the ability to transfer organization ownership. This transfer can be done only to agents with the Account Owner role.
Account Owner
The Account Owner is an agent assigned the ‘Account Owner’ role within BoldDesk. They have full access to the BoldDesk features.
To know more about roles and permissions, please refer to this article.
After signing up a BoldDesk subscription, the organization owner initiates system setup. However, both organization owner and account owner can oversee agents, assigning roles and permissions, configuring key business settings like workflows, SLAs, and business hours, and setting up email channels, branding, and the customer portal.
