Transferring a Business Account to a Team Member

If you need to transfer ownership of your business account to a teammate—whether due to a role change or transition—this guide will walk you through the process.

✅ Before You Start

Make sure the new owner:

• Has an active user profile in your organization.
• Has the appropriate permissions to manage account settings and orders.

🔁 How to Transfer Ownership

1. Log in to your business account.
2. Go to Account Settings.
3. Select Transfer Ownership.
4. Enter the email address of the new owner.
5. Confirm the transfer by reviewing their details and clicking Confirm Transfer.
6. The new owner will receive a confirmation email and gain full access to manage the account.

🧠 What to Expect

• All data and settings remain intact—orders, recipients, branding, and history stay with the account.
• The new owner should log in and review settings to ensure everything is updated appropriately.

🔧 Troubleshooting

• Email not received? Ask the recipient to check spam or junk folders.
• Access issues? Double-check their user permissions in your admin settings.