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Changing Recruit CRM Account Ownership
Changing Recruit CRM Account Ownership

This article will help you transfer the Recruit CRM account ownership to another teammate

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated in the last hour

If you want to transfer the "Account Ownership" to any of your teammates, you just have to follow the below-given steps:

You can only transfer the account ownership to a user in the Admin role. Here's how you can change a user's role.

1. Go to Admin settings --> Account

2: Click on the pencil icon against the Account Owner's name.

3: You'll get a pop-up with all the active users with the "Admin" role. Choose the name of a user to whom you want to transfer the ownership of the account and hit Submit.

Once it is done, ask the new account owner to log out of Recruit CRM and log in again and you're good to go :)

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