Transfer account ownership

Each account has one account owner. This role has unlimited access to the account, such as updating billing details.

The account owner can transfer ownership to another user at any time, regardless of the account level. After the transfer, you can remove the previous owner if needed. This allows each account level to be managed separately while maintaining the overall organizational structure.

Current account owner has access

If the current account owner still has access to their user account, they can transfer ownership to any other admin user on the account.

If the user you want to transfer ownership to doesn't already exist in your account, you can invite them as an admin. Once accepted, you can then transfer ownership.

1. The owner selects the admin user name from the user list and then selects Transfer Ownership.

   
2. Review the confirmation message and select Transfer.

The success message will display, and the owner/ admin roles will be switched.

Current account owner does not have access

There may be times when the existing owner has left the organization or cannot log in. You must contact support to transfer ownership to another user in these instances.