Transferring Ownership of your Account

Businesses are bought and sold; or team members are elevated to become the new owners. This is common in business.


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.


In this article, we will cover:

New owner has been added to your team

Whether you are transferring ownership to a team member or a new owner - make sure they are added to your team first.

  1. To add a team member, follow instructions in this article.
  2. Make sure they are fully confirmed before proceeding to the next step.

How to transfer ownership to a new team member

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

  1. Once logged into your workspace, go to Settings and click on Manage Staff.
  2. Click on the pencil icon "✏️" on staff2@example.com's profile.
  3. Scroll down and click the Transfer to this account button.

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

  1. 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.

Removing yourself from the business account

Once the new account owner has been established - now is the time to decide whether or not the previous owner should still have access to the account.


Only the new owner can remove the previous owner as a user of the Occasion Workspace. To remove the previous owner from the account:

  • Have the new owner login to their Occasion Workspace.
  • Once logged into your workspace, go to Settings and click on Manage Staff.
  • Click the "trash" icon ( 🗑️ ) next to the previous owners name.
  • In the pop-up, confirm your decision to remove the previous owner from the team.

Update billing information with Occasion

To update your subscription information for Occasion billing, please email help@getoccasion.com. We will send you a link that you can use to enter the new account owner's information.

Reconnect the payment gateway

If the new owner is setting up a new legal entity and obtaining a new tax identification from domestic authorities, then the new owner will also have to set-up a new Square or Stripe account to process their payments via Occasion.


To connect your Square or Stripe account, please follow the steps below:

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