Change the account owner

If you are the account owner, you can transfer ownership of the account to a different user. The new owner gains edit permissions to the account details regardless of the user's property access level.

To change the account owner

  1. From the Account page, choose the appropriate owner in the Account Owner field.
  2. Select Send Notification Email to send the new owner a notification.
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Overview: Accounts

Overview: Account sharing

Create accounts

View account details

Edit accounts

Delete accounts

Account Hierarchy report

Add a primary contact to an account

Automatically assign default property on an account

Reassign accounts

Use the Accounts Home page

View account hierarchies