Changing an Admin Role Usually Requires a Support Ticket

For agents: StretchDollar is not set up for most “swap the Admin” changes as a fully self-serve click. Plan on a support ticket (or CORE/ops assist) for live accounts.

For Employer (Client/Company) Admin changes

Company users are effectively Admin or Employee. There isn’t a clear Employer-Admin self-serve “make this person the new Admin / remove the old Admin” workflow comparable to a typical HRIS role picker.

Tell the client: email support@stretchdollar.com with company name, current admin email, and the new admin’s name/email. Don’t promise they can flip roles inside Employees without help.

For Partner Portal (Producer / Broker / Org Admin) changes

• Before signup is finished: invites can still be adjusted in many cases.
• After the agent is already active: changing Producer ↔ Producer Admin (or Broker ↔ Broker Admin) is generally not a simple in-place edit — use invite/remove patterns where appropriate, or escalate to support/CORE.
• You typically can’t remove the last Org Admin from an agency.

What is self-serve

• Producer Admin inviting new producers (Team Management)
• Broker Admin inviting brokers and running Broker Assignments
• Dual-role users switching Producer ↔ Broker workspaces (if they already have both roles)

Use the roles map article for “who does what,” and use this article when the question is “how do we change who’s already Admin?”