How to Transfer the Ownership of an Account to Another Agent
Bolddesk gives the option to transfer organization ownership in BoldDesk securely through the Admin module.
This guide explains the prerequisites, the Change Owner action—commonly understood as changing the organisation owner’s email—and the expected outcomes following the transfer.
Watch the following tutorial for more information:
- If you purchased a single agent seat and you want to update your email, please contact BoldDesk support at support@bolddesk.com or raise a ticket from portal with details.
- We do not have support to update (edit) the organization owner’s email address from one to another. To edit, please contact BoldDesk support at support@bolddesk.com or raise a ticket from portal with details (old and new owner email address).
- Only the agents who are in the Account Owner role can be selected as an organization owner.
- Only the current organization owner can transfer the ownership of an organization.
- After the ownership is transferred, you have to wait for around 15 minutes to deactivate the previous organization owner.
To transfer the ownership of the organization, follow the given steps below:
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Open the Agent list page.
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Click the Change Owner button at the right side of the agent list page.
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In the dialog, select the agent you want to make the new organization owner, then click Update.
Frequently Asked Questions (FAQs)
1) Who can transfer organization ownership in BoldDesk?
Only the current organization owner can initiate and complete the ownership transfer.
2) Who can be selected as the new organization owner in BoldDesk?
Only agents with the Account Owner role are eligible to be assigned as the new organization owner.
3) How long should I wait before deactivating the previous organization owner in BoldDesk?
After the transfer, wait approximately 15 minutes before you can deactivate the previous organization owner.
4) Can I update the organization owner’s email in-product?
No. Updating (editing) the organization owner’s email is not supported within the product. Please contact support@bolddesk.com or raise a ticket with the old and new owner email addresses via the BoldDesk’s support portal.
5) I purchased a single agent seat and need to change my email. What should I do?
Contact BoldDesk Support at support@bolddesk.com or submit a ticket through the BoldDesk’s support portal with your details.
6) I don’t see the “Change Owner” button. Why?
You may not be the current organization owner. Verify the condition before proceeding.
