Change the account owner or their email address

Learn to transfer ownership to another account owner or change the account owner's email address.

Overview

All accounts have only one account owner and zero or more users. The account owner has overall admin rights on the account. In this article, we'll show you how to transfer ownership of your account.

Before you start

Things you need to know before you start:

  • To change the account owner or the email address of the account owner, you must first create a new user to make that user the account owner.
  • Any managed user with the Can manage account permission enabled can also change the ownership of an account.
  • After you change the account owner, the previous owner of the account no longer has admin rights. 

Transfer account ownership

You can only transfer account ownership to an existing user.

To learn to add a new user, check out Add a new user.

If you're the top account owner

  1. Go to Settings > Your team.
  2. Select the Accounts tab.
  3. Select the check box next to the account owner you'd like to transfer ownership from.
  4. Expand the More actions drop-down menu and select Change account owner.
  5. On the confirmation window, expand the dropdown and choose the user you want to transfer ownership to.
  6. Enter your password.
  7. Select Transfer ownership now.

We email both you and the new account owner to confirm the changes.

If you're an account owner belonging to a top account owner

  1. Go to Settings > Access.
  2. Under the Access tab, select the check box next to the user you'd like to transfer ownership to.
  3. Expand the More actions drop-down menu and select Make account holder.
  4. On the confirmation window, expand the dropdown and choose the user you want to transfer ownership to.
  5. Enter your password.
  6. Select Transfer ownership now.

We email both you and the new account owner to confirm the changes.

If you're not an account owner

If you need to change the account owner and you no longer have access to the current account owner's account – for example, if they've left your organisation:

  1. Request a password reset email. To do this, select reset link on the login page.
  2. Enter the account owner's email address
  3. Select Continue.
  4. We then send the password reset email to the account owner's inbox, which you'll need to be able to access.
    We advise speaking to your IT team about this so you can open the password reset email we send. This could be by accessing the mailbox itself (if it's still active), or by adding the email address of the current account holder as a secondary SMTP address to another active account. In doing this, all emails we send while the process is completed are accessible.
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