Overview
The owner of an organization has the authority to transfer ownership. Ownership can be transferred only to an organization member. Once transferred, your role will be changed to Member.
Additionally, the new owner must accept the transfer to complete the process.
Prerequisites
To add team members or transfer ownership in Automizely, certain prerequisites must be met:
1. Adding Team Members
Valid Payment Method: A valid payment method must be added to your account before you can start the Team plan and add team members. Without this, adding members is not possible.
Eligible Plan: Your account must be on a plan that supports multiple members, such as the Team plan. This is necessary to add additional members and proceed with ownership transfer.
Member Seat Purchase: Adding a member requires purchasing a member seat. Each added member incurs a monthly charge, which varies depending on whether you are on a monthly or annual plan.
2. Transferring ownership
Ownership transfer is only possible if your account is on an eligible paid plan. During a trial period, you must add a credit card to proceed with ownership transfer. Requests cannot be processed on a non-paid plan.
Change organization owner
Go to Organization settings > Members > Edit > Transfer Ownership > Select member > Next > Type “CONFIRM”.
Note: You may be required to enter a verification code during the transfer process. During the trial period, adding team members or transferring ownership is restricted unless a valid payment method, such as a credit card, is added to the account.
Send an invitation if the member is not added to the organization. Ensure the new owner is added as a member of the organization; the "Change Owner" button will become clickable once this step is completed.
Ensure your account is on an eligible plan (e.g., Team plan) and that a member seat has been purchased before attempting to add a new member.
Alternatively, if adding a team member is not possible, you can directly change the account email to the new owner's email.
FAQs
1. Does Billing Follow the New Owner?
Yes, after transferring ownership, the plan and associated billing will continue under the new owner’s account.
2. What are the requirements to transfer ownership?
Ownership transfer requires an eligible paid plan. During a trial period, a valid payment method, such as a credit card, must be added to proceed.
Connect with our support team for quick assistance or reach out to us at [email protected].