If the current Account Owner is moving on, you can transfer ownership to another Admin user. For security, only users with an Admin role are eligible to become the new Account Owner.
Transferring ownership will:
-
Assign ownership to a different Admin
-
Transfer any items, notifications, and billing tied to the current owner
-
Update the new owner as the record owner where applicable
Steps to Transfer Ownership
Step 1:
Go to your Account Settings and select the “Users” page under the Security section.
Step 2:
In the top-right corner of the Users page, click the “Transfer Ownership” button.
Step 3:
Choose a new Account Owner from the list of active Admin Users.
(Only Admins that have "Can be an Owner of Records" selected are eligible)
Step 4:
Click “Transfer” to confirm and complete the process.
