Transferring account ownership

The owner of an account is a special admin who is responsible for managing the account’s paid subscription, and who receives all billing-related emails, including payment receipts. An account’s owner (or any account admin) can change the owner of the account via the Actions menu on the Account Members page. There can only be one owner, but an account can have multiple admins. Please see Account member roles for more.

Here’s how to transfer account ownership to someone else:

  1. Click Accounts under your username at the top right of Tracker.

  2. Select Manage Account for the account you which to manage membership for.

  3. Click Account Members.

  4. You will see a list of the members on the account.

    • If the person already has a Tracker login: Click Actions to the right of the appropriate name, change the Account Role in the pop-up that opens to Owner, and click Save.

    • If they do not yet have a Tracker login: Click Add Member in the top right, enter their email address, change the Account Role setting in the pop-up that opens to Owner, and click Save.

  5. At this point, you will become an account admin and they will be able to use the options on the account’s Plans & Billing page.

Managing your account
Consultancies - managing client accounts