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How to Assign an Owner or Change Account Ownership

Written by Filippo Schiano di Pepe

Teachfloor allows you to assign the Owner role to another team member. If you need to transfer the account ownership associated with billing, an additional step is required.

Assign the Owner Role to a Team Member

To assign the Owner role, the user must first be added as a team member in your organization.

  1. Go to Settings.

  2. Select Team.

  3. If the user is not yet a team member, click Invite Team Member and send them an invitation.

  4. Once the user is an active team member, find them in the team members list.

  5. Click the three dots (...) under Actions.

  6. Select Member Details.

  7. In the Role section, select Owner.

  8. Confirm the change.

The team member will now have the Owner role and the corresponding permissions.

Change Account Ownership for Billing

Assigning the Owner role does not automatically transfer the account's billing ownership.

If you also need to transfer the account ownership at the billing level, please contact the Teachfloor Support team at [email protected].

Our team will assist you with completing the ownership transfer.

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