Transfer Ownership of an Account

This feature requires Admin user level or higher.

If a user other than the current account Owner needs to manage the billing and account settings, it's best to transfer the account to them. There can be only one Owner in an account, but there can be multiple Admins. The Owner and any Admin can change the user level for an Admin to the Owner user level. An Admin can also change their own user level to Owner.

Below, you'll learn how to make someone else the Owner of the account.

Transfer Ownership

  1. Click your profile name to expand the Account Panel and select Account.
    Account drop-down tray with option 4, Account, selected.
  2. Click the Settings drop-down menu and select Users.
    User Details tab
  3. Make sure someone besides the Owner is listed as an Admin for the account.
  4. If there is no Admin and only the current Owner is listed, invite the new Owner to access the account and assign them the Admin user type. The recipient must fill out their login information and accept your invitation before you can proceed.
  5. When you see the new Admin listed in the Users in your account section, click Edit beside their name.
    Edit button for admins
  6. Click the Owner radio button.
  7. Click Save.

On the User details page, the Owner label now displays next to the new account Owner.

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