Transferring Account Owner Role

    Summary: Account ownership can now be transferred to another user. This is particularly useful if team roles or priorities change and a new steward of the account needs to be named. 

    Only the account owner can transfer account ownership.

    Where is the feature setup? The account ownership transfer can be performed from the "People" tab. There are few requirements:

    • The Account Owner role can only be granted to Ziflow users.
    • Before transferring the Account Owner role, make sure to grant "Admin" rights for the new account owner.

    How does it work?

    Click on the 3 dot button corresponding with the new account owner and choose "Make account owner".

    Ziflow will ask if you are sure about the ownership transfer. If you agree, the account owner role will be transferred.

    Supporting material: