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Change the Primary Owner of a Buyer Organization

Overview​

This section explains how to change the Primary Owner of a buyer organization to another member within the organization.

Purpose​

Use this operation to transfer administrative representative authority for a buyer organization to another member within the organization.

Making it clear which member has representative authority helps maintain control over organization management.

Feature Description​

What is a Primary Owner?​

The Primary Owner is the member with administrative representative authority for the buyer organization.

This role indicates ownership of the buyer organization, and only one member in the organization can be the Primary Owner.

Users who can perform the operation​

Only users whose Member Role is Owner or Primary Owner can change the Primary Owner.

State after the change​

When the change is complete, the selected member becomes the Primary Owner of the buyer organization.

Instructions​

info

Before starting this procedure, follow the steps below to open the dashboard for the target buyer organization.

  1. Sign in to the DEXTRE Buyer App.
  2. Click Select for the target buyer organization.

Navigate to the Primary Owner change screen​

  1. Click Buyer Settings.
  2. Click the Organization / Member Management tab.
  3. Click the Change to primary owner button for the member you want to make the Primary Owner.
    The "Change primary owner" modal will be displayed.

Change the Primary Owner​

After confirming the details, click the Update button.

Once the update is complete, the target member becomes the Primary Owner of the buyer organization.

Important Notes​

Confirm the target member before updating​

Changing the Primary Owner is an operation to transfer the administrative representative authority of the buyer organization.

Confirm that the intended target account is displayed on the confirmation screen before updating.