Can I change the account owner of my workspace?

You are able to transfer the account owner role to from a current user to another admin user. You can also use this same process to update the account owner's email address. Here's how you can do it:

1. Go to Settings > Firm > Users then click Manage.

2. From the Firm Users list, click on the Transfer Account Owner button.

3. Select the new account owner from the "Transfer to" dropdown list and click Proceed.

If you have transferred the account owner role to a new user, you can choose to remove the previous user or assign them a different role if needed.

Frequently Asked Questions

Why doesn't a user show up in the Transfer To list?

They must be an admin user and have accepted their invite. Upgrade their role or have them accept the invitation first.

Can I use this to update the account owner's email address?

Yes. Invite an admin user with the new email address and transfer the account owner role to them.

What happens to the previous owner?

After the transfer you can remove the previous user or assign them a different role.