What this feature does and when to use it?
Transferring account ownership in Recruit CRM allows the current Account Owner to assign ownership of the account to another user. Since the Account Owner has access to billing, account settings, user management, and other account-level controls, transferring ownership ensures that the right person has administrative control of the account.
Use this feature when account responsibilities need to be reassigned, ownership needs to be transferred to another administrator, or the current Account Owner is no longer responsible for managing the account.
Before you begin:
Please note: Only the current Account Owner can transfer ownership. The new owner must have the Admin role before the transfer can be completed.
Transfer Recruit CRM account ownership
Navigate to Admin Settings > Account.
Under Account information, locate the Account Owner field and click the Edit (pencil) icon next to the owner's name.
Select the Admin role user you would like to make the new Account Owner from the dropdown.
Click Submit to transfer account ownership.
Ask the new Account Owner to log out of Recruit CRM and log back in to access their updated permissions.
Troubleshooting
Problem: I cannot select a user for account ownership transfer.
Problem: I cannot select a user for account ownership transfer.
Likely cause: The selected user does not have the Admin role.
What to check: Verify that the user has been assigned the Admin role.
Resolution: Update the user's role to Admin and then retry the ownership transfer.
FAQs
1. Who can transfer Recruit CRM account ownership?
1. Who can transfer Recruit CRM account ownership?
Only the current Account Owner can transfer ownership of the account.
2. Can I transfer ownership to any user?
2. Can I transfer ownership to any user?
No. Account ownership can only be transferred to a user with the Admin role. Here's how you can change the user role.
Conclusion:
Transferring account ownership ensures that the appropriate user has full administrative control over your Recruit CRM account.