Skip to main content
All CollectionsInviting & Managing Teammates
Changing Recruit CRM Account Ownership
Changing Recruit CRM Account Ownership

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

Beatriz Miranda avatar
Written by Beatriz Miranda
Updated over a week ago

Please note: Only the Account Owner can perform this action.

If the current Account Owner has left your organization, you will need to access their official mailbox to reset the password.

Once you have reset the password, you can use the new credentials to log into Recruit CRM and complete the necessary steps.


How to transfer Recruit CRM's account ownership?


1. Navigate to your Admin settings --> Account:

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

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

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

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

I hope this helps!

Did this answer your question?