Change Account Owner
How do I change the Account Owner?
Purpose: To show how you, as the current Account Owner, can reassign the Account Owner role to someone else.
Settings
In Settings, navigate to Account > Account Info. Next to "Account Owner," click the arrow and select Change Account Owner.
The Change link is only available to the current Account Owner. Once they change ownership, only the new Account Owner can access the Change link.
Change the Account Owner
From the drop-down menu, select the new Account Owner and then click Save.
Only current Full Admin users will appear in the drop-down menu. If the new Account Owner is not listed, you will need to change their access to Full Admin access before you can select them from the dropdown menu.
Once you change the Account Owner, you will no longer have access to the entire account, including the Account page in Settings. Instead, you will have Full Admin access. You can learn about the differences between the Account Owner and the Full Admin user here.
Also, you will not be able to upgrade, downgrade, or change billing information.
When you change the Account Owner, the new Account Owner will receive an automated email notification that informs them about the account payable contacts saved on file and how they can update those contacts or the billing contacts (if needed).
Clicking Update Accounts Payable Emails will open the modal for editing APC emails, and clicking Update Billing Contacts will open the modal for editing billing contacts.
If you are no longer able to contact the Account Owner, our support heroes can help you make that change. We take the security of your data very seriously, so there are verification processes we follow. Because of this, the process may take several business days.