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How to Transfer Account Ownership

Only an Admin can become the new owner. Before starting the transfer, make sure the person is already an Admin on the account. If they are not, go to Settings > Users and either add them as an Admin or upgrade their role to Admin first.

Steps

  1. Go to the user > click on the 3 dots next to his name

  2. Click Transfer Ownership.

  3. Enter your 2FA code.

  4. Click Confirm Transfer.

Ownership switches immediately. You become an Admin. All data, integrations, and settings stay in place.

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