Transfer account ownership
The Primary member owns the account, including billing and the ability to close it. Ownership can be handed to another member.
Steps
- The person receiving ownership must already be a member of the account (invite them first โ see Invite a team member).
- Go to Settings โ Team members.
- Start the ownership transfer to the chosen member and confirm. For security this may require confirmation and can have a short waiting period before it finalizes.
- Once complete, they become Primary and your role changes to Admin.
Troubleshooting
- Person not eligible โ they must be an existing member; invite and have them accept first.
- Only the current Primary can start a transfer.
Related: Invite a team member ยท Switch between your accounts