Account Owners can initiate an account transfer to any user, regardless of whether such users already have an account.
The only restriction is that the target user's email address must be in the same domain as the address of the user who is initiating the transfer.
An account transfer includes all subscriptions and all Organisations under that account.
A transfer of account might be required in the following cases:
An employee is leaving your organisation and wants someone else to take over
Your organisation is changing its domain name and, therefore, sets up new email addresses for all users.
This is how an Account Owner initiates a transfer
Account Owners can transfer their account from the Account Details tab on the Billing & Subscriptions page by selecting “Transfer the account” from the Three-dot menu:
Enter the email address of the new Account Owner and confirm it. Then read the text carefully and tick the checkbox to confirm this transfer before clicking on TRANSFER ACCOUNT:
All information about initiated transfers and their current status is visible under the Transfers tab on the Billing & Subscriptions page:
From this page, you can also cancel a transfer if required.
If the person to whom the account is being transferred has an account, they can accept or cancel the transfer under the Transfers tab on the Billing & Subscriptions page. If accepted, all information from the source - such as Organisations, subscriptions and history - will be merged with the existing account.
If the new Account Owner doesn’t have an account, they need to visit the Billing & Subscriptions page. There they can see the information about the respective account and have the option to accept or decline this transfer.
Once the transfer is accepted, the new account will be created automatically and all information from the source account is moved. The account ID remains the same.
An email notification about the transfer will be sent to both the previous Account Owner and the person to whom the account is being transferred:
The new Account Owner will find all account details on the Organisation tab of the Billing & Subscriptions page.
Please note: After the account ownership transfer, the previous Account Owner’s ApprovalMax account remains active within the Organisation in an Administator role and remains a part of any approval workflows they were previously in. If you want to remove the previous Account Owner’ from the Organisation and workflows entirely, you can offboard them.
For a quick overview, check out the video below: