Transferring Ownership of your Account to a New Team Member

It's common to see staff members come and go or businesses being bought and sold.

In this article, you will learn how to change the ownership of your account in both these instances. Remember, every step is meticulously designed to protect and safeguard against any misuse of your account.

• How to transfer ownership to a new team member

How to transfer ownership to a new team member

Say you are transferring the account ownership from staff1@example.com to staff2@example.com. Here are your steps:

1. Once logged into your workspace, go to Settings and click on Manage Staff.
2. Ensure the new person (staff2@example.com) has been added or listed as a team member on your Occasion staff page.
3. Once staff2@example.com has accepted the invitation and created their password for the workspace, have staff1@example.com go to the Staff Members page and click on the pencil icon "✏️" on staff2@example.com's profile.
4. Scroll down and click the Transfer to this account button.

4. Select "Transfer Account" from the popup warning.

5. Once the transfer is complete, staff2@example.com will have all permissions in the workspace by default to make the necessary changes to the workspace.
6. Once the transfer is complete, decide whether to keep or remove the former user as your staff member.