Maybe you’re switching territories or leaving the organisation and need to transfer ownership of your accounts to another person.
Important: Only account owners and system administrators can transfer ownership of an account to another Actis user
- Open the account
- Under the Navigation tab click Employees
- Ensure the person you wish to transfer the account to is visible in the Account Employees list. If not, then add them to the list.
- Click the radio button in the Owner column next to the employee’s name to transfer ownership of the account to them
A message will appear asking if you want to remove the previous owner from the account:
- Click the OK button to remove the previous owner
- Click the Cancel button to ensure the previous owner continues to have access to the account but is no longer the account owner