[LSR] Update/Change Ownership, Entity, and Bank Account

This article explains the role of the Primary User in Lightspeed R-Series, how to identify and update the Primary User, and how to change account details such as email, ownership, banking, and legal entity. Updates require contacting Lightspeed support and may need documentation for verification.

If you're not sure where to begin, contact Lightspeed Support via Chat and they will point you in the right direction! Need assistance escalating? Contact your iPOS Support Team. 

In This Article: 

• What is the "Primary User"? 
• How to Locate/Confirm the Primary User
• How to Update the Primary Account User
• How to Update Email Address, Ownership, Banking Details, and Legal Entity

What is the "Primary User"? 

The Primary User is a special role created automatically when you first sign up for Lightspeed Retail. It's tied to the original credentials used during account setup.

Key things about the Primary User:

• Only the Primary User can edit their own account details
• If someone else needs to change Primary User details, they'll need to contact Billing Support
• It's separate from the other employee roles like Associate, Manager, Admin, and Owner
• Think of it as the foundational account that everything else builds from - it's your original login that started the whole account.

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How to Locate/Confirm the Primary User

1. In Lightspeed R-Series, navigate to:

   • Settings

   • Employee Setup

Because more than one employee may be listed as an Owner, you must open individual employee profiles with the owner role to confirm the Primary User.

1. Click on an employee’s name.

2. Open the Details section.

3. If the employee is the Primary User, you will see a notice stating that this user cannot be modified.

Important Notes

• Multiple employees can have the Owner role.

• The Primary User is the only Owner account that cannot be edited.

• Other employees with the Owner role can be edited, provided the user making changes has the appropriate permissions.

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How to Update the Primary Account User

*This applies to LSR POS Primary User and Billing User only. It will not impact the actual account ownership/entity or banking details. 

Contact Lightspeed Billing to Create a Support Case

• Email [e-mail] from either the current primary account user's email or the new primary account user's email address (current owner's email address is preferred when possible and requires less documentation).
• Include the new primary user's name and email 
• Clearly state if this update is for the Primary Account User, Billing User, or both.
• Be prepared to provide proof of account ownership if requested.

Only the Lightspeed billing team can update as this change cannot be made directly in the system.

 

Provide Documentation Upon Request

Lightspeed may require proof of ownership or signing authority for the business if the email is not sent from the current Primary User's email.

 Acceptable documents include, but are not limited to:

• Tax returns
• Business licenses
• Agreements
• Utility bills related to the business

Please ensure these documents clearly display the following:

1. The business name
2. The owner's or authorized signatory's name and signature

These requirements are in place to ensure the security and integrity of your account.

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How to Update Email Address, Ownership, Banking Details, and Legal Entity

*These changes will NOT impact the Primary User or Billing User in LSR POS/back end. See above if this is what you're looking to change. 

While these important changes are to be securely made within your account, if you do not have the proper access to obtain the security code via email, you will need to contact Lightspeed Payments. Once the email is updated, you will be redirected to update the information in your account. 

LSR Help Center Resource Articles: 

• Updating Your Bank Account
• Updating Your Business Information

Contact Lightspeed Payments to Create a Support Case 

(if you cannot receive the access code in LSR POS)

• Email [e-mail] from either the current owner's email or the new owner's email.
• In the request, provide both the current owner's name and email as well as the new owner's name and email
  • Not sure what email they have on file? Be sure to note this in your request! 
• Clearly state the purpose of your request (ex: updating email address to change bank account or ownership)
• Be prepared to provide documentation

Lightspeed may require the following:

1. Proof of identification of the new owner/ representative: passport, driver’s license, or any government-issued ID (both front and back sides). Must be in full color. 
2. Proof of business ownership showing new owner/ representative's name: Business Extract, Articles of Incorporation (for Inc and Corp) or Articles of Organization / Certificate of Organization / Certificate of Formation (for LLC)