Account ownership transfer: Difference between revisions

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https://pic.planfix.ru/pf/Gq/FQMPmt.png
https://pic.planfix.ru/pf/Gq/FQMPmt.png
*select the new owner and click '''Replace''':
https://pic.planfix.ru/pf/2A/CNzrSc.png

Revision as of 19:44, 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:


gpcEce.png


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


FQMPmt.png


  • select the new owner and click Replace:


CNzrSc.png