Account ownership can be transferred to another user if team roles or responsibilities change and a new account steward needs to be named.
To understand the roles and rights associated with ownership, see Ziflow user roles and permissions.
Requirements
- Only the current account owner can transfer ownership.
- There can be only one account owner.
- The account owner role can only be granted to a user with a Ziflow administrator role.
Transfer account ownership
- Log into Ziflow and select the People tab.
- If the user is not an administrator, select the options menu (three dots) and choose Open details. In their profile, choose Admin. Close their profile.
- In the People tab, select the options menu (three dots) next to their name and choose Make account owner.
- Confirm the ownership transfer when prompted.
Once confirmed, the account owner role is reassigned immediately.
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