How to Make Someone Else the Admin

Summary

Overview: Hand the Admin role to another active member of your workspace. Pippify emails you a 6-digit code to confirm. When you confirm, the other person becomes the Admin and you become a Sales Manager.

Prerequisites:

• You are the workspace Admin.
• The new Admin is already an Active member of the workspace (a Sales Manager or Sales Rep). If they aren't a member yet, invite them first.
• You can open the inbox of the email address you sign in with.

Step-by-Step Instructions

Step 1: Start the transfer

1. In the sidebar, click Settings, then Users.
2. In the Members table, find the person and click Make admin in their row.
3. The Make [name] the admin window explains what happens:
   • The person becomes the admin of this workspace.
   • "You become a Sales Manager: you keep your Inbox, leads and sequences, and lose access to Settings."
   • "Your connected inbox, channels and brand settings are not affected."
4. Click Send verification code.

Step 2: Enter the code

1. Pippify emails a 6-digit code to you, the current Admin. The window shows a masked version of your email address.
2. Open the email. If it isn't in your inbox, check Spam.
3. Type the code in Verification code.
4. Click Confirm transfer.
5. If the code doesn't arrive, wait for the countdown on Resend code to finish, then click Resend code. Only the newest code works.

Step 3: Continue as a Sales Manager

1. Pippify opens the Dashboard and shows "[name] is now the admin".
2. Settings no longer shows in your sidebar.
3. You and the new Admin both get a confirmation email. The new Admin's email has a sign-in link. They should sign in again to start working as Admin.

Verify It Worked

Success criteria:

• Your role under your name in the top bar shows Sales Manager.
• The new Admin can open Settings after signing in again.

Troubleshooting

Common errors

• "That code is not right. [N] attempts left.": the code you typed doesn't match. Fix: check the newest email and type the code again.
• "Too many wrong codes. Start the transfer again.": too many wrong codes were entered. Fix: close the window, click Make admin again and send a new code.
• "This code has expired. Request a new one.": the code is no longer valid. Fix: click Resend code, or start again.
• "This verification request is no longer valid. Start the transfer again.": a newer code was sent, or the request ended. Fix: close the window and start again.
• "Too many verification codes requested. Please wait a few minutes and try again.": codes were requested too many times in a short time. Fix: wait a few minutes.
• "We could not send the verification code. Please try again in a minute or contact support.": the email couldn't be sent. Fix: try again in a minute. If it keeps failing, contact support.
• "Only an active member can become the admin. Reactivate them first.": the person is suspended. Fix: reactivate them on Settings › Users, then try again.
• "The team changed while you were confirming. Reload and try again.": someone's role or status changed during the transfer. Fix: reload the page and start again.

Limitations & considerations

• Make admin shows only for active members who aren't already the Admin. It doesn't show in your own row.
• The code goes to the current Admin, not to the new Admin.
• You can't undo a transfer yourself. To get the Admin role back, the new Admin transfers it to you.
• Closing the window cancels the transfer. Nothing changes until you click Confirm transfer.

Next Steps & Related Resources

• Next steps:
  • What Each Role Can Do
• Related articles:
  • How to Invite a Team Member
  • How to Suspend or Reactivate a User
  • How to Sign Out or Switch Workspace

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/12/2026