Changing the account owner

Sometimes the ownership of an account needs to be transferred and that's just what this article is going to help you with.

Janika avatar
Written by Janika
Updated over a week ago

There can be a lot of reasons for needing to change the owner of an account. For example, perhaps roles inside the company have changed or maybe the person who opened the account was doing to test Katana and then just ended up becoming the Owner.

Whatever the reason may be, this is how you can change it.

Note: Only an account Owner can assign someone as the new Owner to the account.

7 Steps to changing Ownership

  1. Log in to the Katana account using the account Owner's credentials.

  2. Click on the account name in the top right corner and select Team from the drop-down menu.

  3. A list showing all the team members will appear.

  4. Find the current account Owner's name from the list and click on the 3-dots button on the same row as the person.

  5. Click Transfer ownership.

  6. A new popup will open where you can choose the new owner from the available list of users.

  7. Once the ownership transfer has been confirmed:

    1. The current Owner's role will change to a User role and with all default and admin user permissions. Read more about user permissions.

    2. The previously selected user becomes the Owner of the account.

    3. The billing email changes to the new Owner's email address.


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