This article explains Account Owners and Contract Owners in Personio and how to assign and remove them.

Note
If you have booked the Personio Payroll integration, you must set up a Payroll Owner who can contact the Payroll Operations team for all Payroll related questions. Refer to our article Personio Payroll Owners for more information.

Learn about Account Owners

Account Owners are the designated people in your company who can contact the Personio Customer Support team through Help & Feedback with account-related or technical questions. If needed, they can grant temporary account access to Customer Support staff. Learn more about Personio Support Access.

Account Owners are also authorized for GDPR-related instructions, such as requesting information about log files or creating a bulk export of all company data stored in Personio.

The Account Owner or Contract Owner must be a natural person, as shared accounts are prohibited under our General Terms and Conditions.

To protect your account and prevent misuse, Personio employees can only provide information and service to those listed as Account Owner or Contract Owner.

Learn about Contract Owners

Contract Owners are Personio's point of contact for all financial matters, such as invoicing, renewal, and upgrades. They can contact the Personio Customer Growth & Success Team through Help & Feedback with subscription-related requests.

Contract Owners are also authorized for GDPR-related instructions, such as submitting a deletion request.

Invoices from Personio are delivered to the email address listed under Settings > Support > Subscription and Billing > Billing information, not the email address of the Contract Owner.

Explore the differences between Account Owners, Contract Owners, and Administrators

The table below gives an overview of the rights of Account Owners, Contract Owners, and Administrators.

We strongly recommend that Account Owners and Contract Owners are also assigned the role of Administrator. Otherwise, they cannot read our Data Processing Agreement (DPA) or change account settings. Learn more about access rights for Administrators.

▶︎ You can assign up to two Account Owners and up to two Contract Owners.
▶︎ One person can be both an Account Owner and a Contract Owner.
▶︎ The person who creates the Personio account automatically becomes an Administrator, an Account Owner, and a Contract Owner.

Assign Account Owners and Contract Owners

To add an Account Owner or Contract Owner:

1. Go to Settings > Support > Support.
2. In the Account Owners or Contract Owners tab, click Add account owner, Add contract owner, or the plus symbol .
3. Fill in the following details in the new window:

   Field	Information
   Name	Select an employee from a dropdown list of all active employees in Personio
   Gender	Taken from the employee profile
   Email	Taken from the employee profile
   Salutation	Select if the employee should be addressed formally or informally
   Phone Number 1	To be entered manually (for example, the regular office number)
   Phone Number 2	To be entered manually (for example, the company cell phone)
   Phone Number 3	To be entered manually (for example, another extension)

   Contact is only possible using a telephone number entered here. Consider whether the entered number corresponds to the number transmitted during a call (for example, for outbound telephone service without specifying the subsidiary).
4. Tick the checkbox to agree to our Data Privacy Statement.
5. Click Create to finish the process.
   
   
6. To change the contact details of an Account Owner or Contract Owner, click Edit next to the employee's name.

If you need to assign a new Account Owner but can’t contact our Support team through Help & Feedback, submit a ticket using our Help Center form. To ensure data privacy, we can't answer any product questions submitted through this form.

Remove Account Owners and Contract Owners

To remove an Account Owner or Contract Owner:

1. Go to Settings > Support > Support.
2. In the Account Owners or Contract Owners tab, select the employee you no longer want to designate as an Account Owner or Contract Owner.
3. Click the bin icon in the top-right corner.
   
   
4. A pop-up window will appear to confirm the removal. Click Yes to remove the Account Owner or Contract Owner.

You can't remove an Account Owner or Contract Owner if they are the only employee with this role in your company. First, assign a new employee to the role and then remove the previous Account Owner or Contract Owner.