When a company owner leaves the organization and needs to transfer their ownership status to another team member, it’s important that this process is handled smoothly and efficiently. In this article, we’ll guide you through how to transfer ownership of your Connecteam account and outline the information required if you choose to contact our Support team for assistance.
Kindly note that Connecteam operates as a data processor. In accordance with our commitment to the current account owner, any change in ownership requires their explicit approval.
Before we begin, here are a few key points to clarify:
While multiple users in a company can hold 'Owner' status, the legal owner in Connecteam is the current owner in the account.
'Owner' status provides full access to all platform capabilities, including the billing tab and core settings across many features.
Situation #1: There is One Owner in the Account and They Need to Be Replaced with a New Owner
From the account, the current owner needs to promote a user to admin status.
Change the admin's status to Owner, from the admin tab in the Users page.
Now, the new owner can remove the original owner. They can revoke their permissions and archive/delete the user.
If needed, change the card information from the Billing tab on the admin dashboard.
How to Change the Credit Card Details
1. Click on your name at the top right corner of your screen. Click on Settings and go to the Billing tab.
2. Under the Charge info, you'll be able to switch your CC attached to the account. Simply click Change card to change the credit card on file.
Situation #2: The Owner Has Left the Company & is Responsive
Even if the current owner has left the company, they remain the only person authorized to approve an ownership transfer. Please contact the current owner and ask them to update the ownership directly through the platform, as described above.
If the current owner no longer has access to the platform, please ask them to prepare supporting documentation verifying their identity and ownership of the business.
Contact our Support team via chat (located in the bottom-right corner of your screen) and provide all the required documents listed above. Once received, our team will send an official form for the account owner to complete, confirming the ownership change request.
Situation #3: The Current Owner Has Left the Company & is Not Responsive
If you are no longer able to reach the current account owner, reach out to the Support team on the chat (bottom right corner of your screen), and explain the situation. Our team will attempt to contact the current owner in order to obtain approval for this change.
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