How do I change the Account Owner?
Only the current Account Owner can designate another User as the new Account Owner. If the current Account Owner is no longer with your organization, please email Support at firstname.lastname@example.org for assistance.
Below are the steps that the current Account Owner needs to follow to select a new Account Owner.
Click on the
Account icon in the bottom left of the navigation bar
Navigate to the
User Management page
Find the current Account Owner (you), using the
Search bar if necessary
Click on the drop-down arrow to the right of the
Profile button in the row where the Account Owner is listed
Change Account Owner
Select the new Account Owner from the drop-down list of Users in the Account
Click the green
Save button to confirm this change