The owner is the person who created the ConnectBooks account. You can hand that role to someone else, for example if the business changes hands. Only the current owner can do this.
Who can become the owner
Someone who already uses your account as an Admin or a Limited User, and has accepted their invite. A Limited User becomes an Admin. Accountants can't be owners.
To add someone first, click your profile picture at the top right, then click Users and click "+ Add User".
Steps
Click your profile picture at the top right, then click Users.
In the person's row, click the 3 dots next to their status.
Click "Transfer Ownership".
Enter the 6 digit code from your authenticator app or your email. No email? Click "Resend".
Click "Transfer ownership".
It happens right away. You stay on as an Admin, and nothing else changes. You both get an email when it's done.
You can't undo this yourself. To get it back, the new owner has to transfer it back to you.
Frequently asked questions
I don't see "Transfer Ownership".
Only the owner sees it, and only next to active Admins or Limited Users who have accepted their invite.
The code doesn't work.
Email codes expire after 10 minutes. Click "Resend" for a new one.
