Account ownership transfer: Difference between revisions
From Planfix
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A Planfix [[account owner]] can transfer ownership to another employee in the account. | A Planfix [[account owner]] can transfer ownership to another [[Employees and company structure | employee]] in the account. | ||
To do this, you need to: | To do this, you need to: | ||
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*to transfer account ownership, you must be an 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. | *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. | ||
== Go To == | |||
*[[Account Management]] | |||
*[[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:
- 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.