Transferring ownership to another teammate
#60
Our current owner is leaving the company. What is the process to transfer the owner role to someone else?
Our current owner is leaving the company. What is the process to transfer the owner role to someone else?
Settings → Team has a Transfer Ownership action next to the current owner. The person you are transferring to needs an existing account on the tenant first, invite them if they are not already a member.
Walked through this last month when our founder stepped back, straightforward once the new owner had an account.
Worth noting billing stays tied to the same Stripe customer through a transfer, nothing to redo there.
Walked through this recently too, the new owner needing an existing account first tripped us up initially.
Good to know billing carries over automatically, that was our main worry.
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