Change Account Owner

Transfer your Account Ownership to someone else from your Organization

Transferring Account Ownership

There might be multiple reasons why one would want to transfer Account Ownership to another user in the Organization. This can be done using one of the two methods.

Via the Users section

1. Click on Settings in the sidebar

2. Click on Users from the secondary navigation menu

3. Click on Transfer Ownership beside your name

Via Organization Settings

1. Click on Settings, then select General Settings and click on Transfer Ownership

2. From the Users drop-down, select the user you would like to transfer your Organization’s ownership to

3. Enable the checkbox confirming your action to proceed. Once you have confirmed, click on the Save button to transfer your ownership to that user

Important:

Once the ownership transfer is successful, your User Type within the Organization will be changed to User from Account Owner.

Have any questions? Ask the community.