How do I transfer ownership of the account?
When a business changes hands or when an individual wants to transfer ownership of an account, the account holder can be updated using Team Hub.
The process of updating account ownership involves adding the new account holder as an admin, providing documentation to verify and confirm the transfer to make changes to account settings and permissions.
In this article, we will discuss the steps involved in updating account ownership and what you need to know to make the transition as smooth as possible.
Step By Step Instructions
- Access the Team Hub. Then, click "Invite a user".
- Enter the new user's name and email address, and select their role. After, click "Send Invite" to send an invitation email.
- Once the new account owner accepts the invitation, contact our Customer Solutions team to verify and transfer ownership. Our team will take it from here.
And that's it! Once the owner has been updated, the new account holder can remove users as needed.