Transfer Organization Ownership

View our Pricing & Plans for a detailed list and comparison of features available in each plan. As an organization owner, you may wish to transfer ownership to another member of the organization due to turnover, role change, or other reasons. Once the organization ownership is transferred, you will be demoted to an organization admin. See Overview of Organizations, Groups, and Members for more information on organization owner and admin permissions.
Best Practice: To avoid having to change your account email address due to personnel changes, we recommend that you use a role-based or service account email instead of a personal email address.

Before You Begin

Transfer Organization

To transfer organization ownership:
  1. Log in to Docubee.
  2. Click your account icon in the upper-right corner of your screen.
  3. Click Manage Organization to go to the Organization General settings.
  4. Scroll down to the Transfer Ownership section.
  5. Select I understand and want to transfer <organization-name>.
  6. From the dropdown of organization members, select the member who will be the new owner for the organization.
  7. Click Transfer Organization.
You will become the organization admin and the selected member will become the organization owner. Permissions will be effective immediately!

Related Information

Change Account Email Additional Resources Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.