Account ownership transfer

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.

Go To

• Account Management
• Feature Description