🚀 Transfer your organization/account ownership

You're leaving the company or wish to delegate your rights to someone else in the company.

Updated over a week ago

🚀 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:

  1. Navigate to your avatar (located in the top right corner).

  2. Access 'My Profile.'

  3. Select 'Transfer Your Rights.'

  4. Click on 'Transfer Your Account Ownership Permanently.'

➡️ 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:

  1. Go to your avatar (located in the top right corner).

  2. Access 'My Profile.'

  3. Select 'Transfer Your Rights.'

  4. Click on 'Transfer Your Organization Ownership'

Did this answer your question?