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How to Change Ownership of Your Connecteam Account

How to Change Ownership of Your Connecteam Account

What to do when the owner of your Connecteam account needs to be changed

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated this week

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.

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 defined as the cardholder of the primary credit card on file.

  • '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

  1. From the account, the current owner needs to promote a user to admin status.

  2. Change the admin's status to Owner, from the admin tab in the Users page.

  3. Now, the new owner can remove the original owner. They can revoke their permissions and archive/delete the user.

  4. 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

  1. Prepare a formal confirmation letter from the current, departing owner, confirming this request and stating the name of the new owner. The statement must be sent in PDF format on company letterhead (Not Microsoft Word or plain text in an email) and should be signed by the current owner if relevant.

  2. Reach out to the Support team on the chat (bottom right corner of your screen), and provide this letter. They will assist you with the process of changing owners.

Situation #3: The Current Owner 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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Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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