Account ownership transfer

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

To do this, you need to:

  • go to Account management:


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


  • select the new owner and click Replace:


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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