Transferring Account Ownership

The Account Owner can transfer ownership to another existing user. The new owner receives the Account Owner role. The previous owner becomes a Manager with access to all branches.

Before Transferring

Confirm the successor’s identity and that their existing account is ready to use. Review the access change with the person who will take responsibility for the account.

Open Admin → Settings, then select Transfer Account Ownership under User Management.

The Account Owner can also open this from the Profile Details Options menu in My Profile.

1. Check the Current account owner.
2. Choose the successor in New account owner.
3. Select Transfer Ownership.
4. Check the success message and review both users’ roles afterwards.

The previous owner’s account remains usable as a Manager. This is not a user deletion. Normal role editing does not replace the ownership-transfer workflow.