Change or switch Account Owners

To change or switch account owners:

Prerequisites

  • Roadmap can only have one Account Owner.
  • Ownership can only be transferred to an Admin user.  The only differences between an Admin and Account Owner is that the latter can:
    • Upgrade, downgrade, or cancel your account
    • Designate other Admins
  • To grant Admin privileges to an existing user, go to Resources Tab, and under any grid view, navigate to (or add) the "Privilege" column and select "Admin".


  • Transferring ownership will not change or impact your current payment plan arrangement

Change Account Ownership

Current Account Owner goes to Account Settings > Personal Info, clicks "Transfer Owner", and selects the user to transfer account ownership to.


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