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How to Transfer the Ownership of an Account to Another Agent
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In this article, you will learn how to transfer the ownership of an organization from the admin module.
Note:
- 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).
To transfer the ownership of the organization, follow the given steps:
- Open the agent list page.
- Click the Change Owner button at the right side of the agent list page.
On clicking the button, a pop-up will be displayed for changing the account owner. Agents who are in the Account Owner role will be listed in the drop-down menu.
- Select the agent you want to choose as the new organization owner and click the Update button.
Note: Here are some additional things to keep in mind when transferring the ownership of an organization:
- 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.
Check out this video tutorial for more.
