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Transfer owner role ownership

If your organization only has one user account with the Owner primary role in the organization, you must first promote an admin user to an owner permission before you can disable the original owner.

This particular task may be required if the sole owner for an organization is changing roles in the business or leaving the business.

The process acts as a safeguard to ensure business continuity with billing and key contact access for Squiz support staff.

Before you start

You need Owner primary role permissions to complete these steps.

Steps

  1. As the incumbent organization owner user, follow the steps in Grant owner role permissions to add the owner role to another admin user’s account.

  2. Instruct the newly promoted admin user to Remove owner role permissions from your account profile.