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Entity Account / Change an account trustee, owner
Body
Objective
To provide instructions on changing an entity account trustee
To provide instructions on changing an entity account owner
User
Miami University Staff, Faculty
Entity Account Trustee
Environment
908729: IAM Portal
Resolution
Only an entity account trustee can modify trustee designations
Go to IAM Portal
If prompted, log in with your UniqueID and MUnet password
Click on
Entity Account Lookup
under the Entity Accounts section and type the entity account name into the
Entity Account ID
field
You should see your results listed. On the entity account you would like to update, click
Go to Details
Once you are on the details page, click the
Update Trustees
button
To replace a trustee, enter the UniqueID of the new trustee in the primary or second trustee ID field
If you remove your UniqueID, you will not be able to update your entity account again
Click the
Save
button to save your changes and to extend the account expiration date
Notes
Only the primary trustee will receive the initial renewal email
Only one trustee needs to renew the entity account
The primary trustee is required to be an active Faculty / Staff
A trustee is required to be an active Faculty / Staff / Student. This is now strictly enforced
If you are unable to complete this action via self service, complete and submit the following form:
Request: Entity Account / Create, modify, or delete an account
Details
Details
Article ID:
34838
Created
Tue 8/8/17 9:14 AM
Modified
Fri 8/9/24 11:31 AM
Can you resolve this issue yourself?
Yes! This is self-service with a smile.
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