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Transfer account ownership to a team member

Transfer account ownership to an existing team member from Settings → Team Members.

Written by Damon Chen

Hand your Testimonial account to an existing staff or team member from Settings → Team Members. Spaces, testimonials, integrations, and the current plan stay on the same account. The nominee becomes the owner. You can no longer sign in to that account after the transfer completes.

This is different from Transferring a Space, which moves one space to another account.


Current owner

  1. Find the staff or team member you want to make the owner, then click Make account owner.

  2. Re-authenticate when asked, review the eligibility warnings, and type the nominee’s email to confirm.

  3. Start the transfer. The nominee receives an email with accept and decline links.

While the transfer is waiting, you can cancel it. If you cancel, or the nominee declines, nothing on the account changes.


Nominee

  1. Open the ownership transfer email and choose accept or decline. You must sign in.

  2. Review any blockers shown on the page.

  3. Accept to continue, or decline (you can add an optional reason).

On a paid plan, add your own payment card before the transfer can finish. That card becomes the billing method on the same subscription. Free accounts skip the card step.


After it completes

  • The nominee is the account owner. Spaces, testimonials, integrations, and the plan stay put.

  • The nominee resets their password.

  • The previous owner can no longer sign into that account.


Statuses you may see

  • Waiting for acceptance

  • In progress

  • Complete

  • Stalled (you can retry)

  • Declined

  • Cancelled


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