Transfer Account Ownership

The person who originally signed up your Help Scout account is the Account Owner by default. Only the Account Owner can change plans and payment information by default and there is only one Account Owner.

Transferring account ownership to another Help Scout user is quick and easy! 

Transfer Account Ownership

1

Head over to Manage > Users and hover over the profile of the Administrator you'd like to transfer ownership to. Click on the 3 dots menu then choose Edit role & permissions.

Alternatively, click on the profile and select Permissions in the left sidebar.

2

On the Permissions page, select the Account Owner role from the Role dropdown.

3

Scroll down to the bottom of the page and click Save to save the changes. The previous Account Owner immediately becomes an Administrator.