Settings

Transfer Ownership

Each organization has one Owner. The Owner can hand this role to an Admin, for example when the account holder leaves the company.

Before you start

  • Only the Owner can transfer ownership.
  • The new Owner must be an Admin who has accepted their invite and is still active. If they hold another role, make them an Admin first.

Transfer ownership

  1. Go to Governance → Employees and open the Admin you want to make the Owner.
  2. Click the ⋯ button at the top of their profile and select Transfer ownership
.
     
    Transfer ownership in the employee profile
  3. Read the message and click Transfer Ownership.
     
    Confirm the ownership transfer

The Admin becomes the Owner and you become an Admin.

You can't undo this yourself. Only the new Owner can transfer ownership back to you.

Last updated: November 9, 2026

Jamie
Virtual Agent

Hi! I'm Jamie. Curious about your current compliance challenges and how automation might help your team?