If you’re unable to masquerade as the AO on a Breeze-connected account, it’s likely because the AO has not yet set themselves up in Tithely. Confirm by checking Team Portal > users. If no users (or only Limited Access users exist), then proceed.
Steps to Resolve:
- Ask the Breeze AO to log in to Breeze
- Navigate to Account Settings > Manage Account > Bills and Payments > Tithely Billing.
- Follow the prompts to set themselves up as the AO.
Once they complete this step, you should be able to update the AO as needed.