Important :
Each Spendesk account has only one designated Account Owner.
You have the flexibility to transfer this role to another confirmed member.
To change the Account Owner or Organisation Owner roles in Spendesk you have two options:
Temporarily delegate the Account Owner role
Permanently transfer the Account Owner or Organisation Owner roles to another user
Both of these can be done by clicking the Profile menu in the bottom left and selecting My Profile -> Roles and Permissions:
Temporary delegation of the Account Owner role
If you are going on leave and want to temporarily give another user the role, use the Delegate your approval rights temporarily button. This will open a simple confirmation dialog for you to select the user:
Permanent transfer of the Account Owner or Organization Owner role
If you are leaving the company or need to permanently transfer the role for another reason, use the Request your account ownership to be transferred permanently button (or equivalent for organisation ownership for a multi-entity organisation).
For organization owner transfer, ensure that the member receiving Organization ownership is already a member on all wallets.
Note that this may require some additional verification to take place, requiring the following information as well as some time for our team to review the request:
ID proof of the new account holder
Power of attorney
Proof of identity of the legal representative delegating the power of attorney (if applicable)
Nominative email address of the account holder
Account holder's telephone number
City and country of birth
Upon becoming an Account Owner, the member also gains roles as a Requester, Controller, and Administrator.
The same applies to the Organization Owner, but additionally they will be able to create a new wallet if necessary.