Transfer Account & Billing Ownership

Overview

The Account Owner is the only person who can manage billing and purchase additional page credits. If ownership of your account needs to change (for example, when handing billing responsibilities to another Admin), the current Owner must transfer ownership to another user.

Steps

1. Log in as the current account owner
2. Open company settings
   • Click your name or profile picture (top right).
   • Select Company Settings from the dropdown.
3. Click "Edit Account"
4. Transfer Ownership
   • In the Transfer Ownership section, select the user you want to designate as the new owner.
   • Click the Transfer button to confirm.
   • The selected user immediately becomes the new Account Owner.

Important Notes

• You must have at least one other user invited to the account to transfer ownership.
• Only one owner can exist on an account at a time.

Common Questions

Q: What if the owner has left our firm?
A: Contact support to request an ownership transfer if the original Owner cannot log in.

Q: Does transferring ownership change our cases or billing history?
A: No — all cases, usage, and billing history remain with the account. Only the Owner role changes.