🚀 Organization/Account Ownership Transfer Guide
Important :
Each Spendesk account has only one designated Account Owner.
You have the flexibility to transfer this role to another confirmed member.
Steps to Permanently Transfer Account Ownership:
Navigate to your avatar (located in the top right corner).
Access 'My Profile.'
Select 'Transfer Your Rights.'
Click on 'Transfer Your Account Ownership Permanently.'
➡️ Upon becoming an Account Owner, the member also gains roles as a Requester, Controller, and Administrator.
💡 If you have been upgraded to Spendesk Financial Services:
Please reach out to our Support team at support@spendesk.com, and provide:
a Proof of Identity (POI) of the new Account Owner
a Power of Attorney (POA) + ID of the Legal Representative delegating power (if applicable)
the Account Owner's nominative Email address
the Account Owner's Phone number
city and country of birth
➡️ Upon becoming an Account Owner, the member also gains roles as a Requester, Controller, and Administrator.
Permanently Transfer Organization Ownership:
When your company has several Spendesk entities, transferring the organization's ownership to another user is possible. This empowers the new owner to create a new wallet if necessary.
⚠︎ Ensure that the member receiving Organization ownership is already a member on all wallets.
Steps to Permanently Transfer Organization Ownership:
Go to your avatar (located in the top right corner).
Access 'My Profile.'
Select 'Transfer Your Rights.'
Click on 'Transfer Your Organization Ownership'
