Follow the steps below to transfer ownership from one user to another and, if needed, remove users from the account.
Transferring Ownership
- Log in to your Zeffy account using the account owner's login credentials. Only the owner can transfer the ownership of the account to another user.
- Click on the name located in the top left corner of the account menu. Select "Settings."
- In your settings menu, select "Manage users" under the "Organization" section.
- A window will pop up displaying all the users associated with your account. Identify the user to whom you want to transfer ownership to.
- If you need to add the user to the account first, select "Invite new user" and add their name and email.
- Click on the 3 dots to the right of this person's name to display the option to "Make admin." Select that option to transfer the ownership of the account to their email.
- Confirm the action, and ownership will be transferred to the other user.
For security reasons, Zeffy's support team cannot transfer ownership of the account upon request. The account admin should transfer the ownership of the Zeffy account. If the admin of your Zeffy account is not responsive, or you have lost access to the admin email, contact our team via the chatbot in your Zeffy account to inquiry about what information is required for our team to be able to assist.
Removing a User
- Log in to your Zeffy account with the login credentials of a user with the permission to "add/remove users".
- Click on your name in the top left corner of the menu and select "Settings."
- In your settings menu, select "Manage users" under the "Organization" section. A window will pop up displaying all the users associated with your account.
- Identify the user you wish to remove. Click on the 3 dots to the right of this person's name to display the option to "Remove user." Select that option to confirm you wish to remove them from the account.