Primary User

Understanding the Primary User in oboloo

The Primary User in oboloo holds a unique role within an organisation’s account. They are the key administrator responsible for managing the account’s subscription, billing, and high-level configurations. The Primary User is typically assigned during the initial oboloo onboarding process and serves as the main point of contact between the organisation and oboloo.

This guide explains the responsibilities of the Primary User, how their role impacts the platform, and how organisations can manage or update the Primary User if needed.

Role and Responsibilities of the Primary User

The Primary User has exclusive permissions and responsibilities that go beyond those of standard users within oboloo. These include:

1. Subscription Management - Only the Primary User can upgrade or renew the organisation’s oboloo subscription. They have access to the Manage Subscription & Billing section (under Account Management), where they can: Update payment methods. Adjust license counts. View or download invoices.
2. Billing Authority - The Primary User is the sole individual who can make changes to billing options or subscription details. They serve as the financial point of contact for oboloo. The primary user will receive automated updated on their billing such as auto renewals of oboloo
3. Adding Licenses - The Primary User can purchase new licenses to users in the organisation.
4. Account Security and Ownership - The Primary User ensures the integrity of the organisation’s oboloo account and acts as the main administrator for major account decisions.
5. User Management - While other users may have permissions to manage users, the Primary User is ultimately responsible for maintaining oversight of licenses and billing.

How to Identify the Primary User

The Primary User is clearly identifiable within oboloo’s User Table. Here’s how:

1. Navigate to the
2. Locate the new
3. A tick icon will be displayed next to the user who holds the Primary User role.
4. Hover Text: The icon includes a hover text that explains the responsibilities of the Primary User, such as managing subscriptions, billing, and licenses.

What Happens When Non-Primary Users Attempt Restricted Actions?

If a non-primary user tries to perform an action restricted to the Primary User, such as upgrading the account or modifying billing details, oboloo provides clear guidance:

• Upgrade Attempt:
• Manage Subscription Attempt:

How to Change the Primary User

Changing the Primary User is a critical process to ensure account continuity. While oboloo may require additional verification, here’s the general process:

1. Contact oboloo Support:
2. If you need to change the Primary User, contact the oboloo support team at [email protected].
3. Verification Process:
4. oboloo will verify the request with the current Primary User or the organisation’s authorised representative.
5. Account Update:
6. Once approved, the new Primary User is updated in the system, and permissions are transferred to them.