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Transfer Primary Ownership

Who is this for?

Primary Owner

All Company Plans

Organisations change, so that might mean primary ownership may need to change too. Only the primary owner can transfer ownership. A primary owner can change Primary Ownership from the Access & Control page.

  1. From your desktop browser, click on the top left menu
  2. Click on Account Settings
  3. Click on Access & Control
  4. Click on Change Primary Owner. Select a user from the drop down and click save.

Only a Primary Owner can transfer ownership. If your Primary Owner has left your company or organisation, you can reach out to us for help.