Account ownership transfer: Difference between revisions

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== Go To ==
== Go To ==
*[[Account management]]
*[[Account Management]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 19:47, 27 August 2019

A Planfix account owner can transfer ownership to another employee in the account.

To do this, you need to:


  • go to Account management:


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  • in the Account owner tab, click Change next to the name of the current owner:


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  • select the new owner and click Replace:


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Please note

  • when account ownership is granted to a different user, the new owner automatically becomes the account administrator.
  • to transfer account ownership, you must be an account administrator.
  • account ownership can only be transferred to an employee. If you need to transfer account ownership to a contact, you must first make them an employee.


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