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How to Reassign Owner

Learn how to make another user the owner on the account.

Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Reassigning ownership of your account is easy, but you must sign in as the account owner to make the change.

Step 1. On the left side of your account, hover over the profile icon in the bottom corner. From the menu, select "Company Profile."

Step 2. Then click on "Team Members"
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Step 3. If the user has not been added to the account, add them now. This article will walk you through how.

Step 4. Click the contact, then select the "Owner" role from the dropdown.

Step 5. Once updated, a window will appear confirming the change. To save the changes, check the box and click "Assign."


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