Account ownership transfer

From Planfix
Revision as of 19:47, 27 August 2019 by SliZzzZ (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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