Summary: Account ownership can be transferred to another user. This is particularly useful if team roles or priorities change and a new account steward needs to be named.

Only the account owner can transfer account ownership to another user.

Where is the feature setup? The account ownership transfer can be performed from the "People" tab. There are a few requirements:

  • The Account Owner role can only be granted to an already existing Ziflow user.

  • Before transferring the Account Owner role, make sure to grant Admin rights to the new account owner.

User permissions in Ziflow

How does it work?

Click on the 3 dot button corresponding with the new account owner and select Make account owner. Ziflow will ask if you are sure about the ownership transfer. If you agree, the account owner role will be transferred.

Transferring account owner role in Ziflow

Supporting material:

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