Changing Account Owner

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Account Owner

To change an Account Owner in Tradify, the current account owner will only be able to action this on their end. 

 

Request for the Account Owner to follow the following steps:

Go to Settings > Staff Members > Change Account Owner.

A pop up will appear - select the new account owner and click I confirm I will no longer be the Account Owner, save the page.

 

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