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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
- You will need to be an organization owner to transfer ownership of your organization.
- You must have at least one other confirmed organization member or admin to transfer your organization.
- If you are a member of multiple organizations, switch to the organization you are acting upon in one of the following ways:
- At the top left, click the triple bar icon to expand the left panel, click the current organization name, and select the organization to which you wish to switch.
- At the top right, click the current organization name to open the quick settings menu, select Switch Organization, and select the organization to which you wish to switch.
Note: See Select Organization in Add, Update, and Remove Organization Members for information on switching organizations.
Transfer Organization
To transfer organization ownership:
- Log in to Docubee.
- Click your account icon in the upper-right corner of your screen.
- Click Manage Organization to go to the Organization General settings.
- Scroll down to the Transfer Ownership section.
- Select I understand and want to transfer <organization-name>.
- From the dropdown of organization members, select the member who will be the new owner for the organization.
- 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.
