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 and ensure you are logged in to the account of the owner.
- Click on your name located in the top left corner of the Zeffy interface and then on settings.
- In your settings menu, look for the option called "User Management" and click on it.
- A window will pop up displaying all the users associated with your account. Identify the user to whom you want to transfer ownership.
- Click on the double arrow icon (🔁) to the right of this person's name. This action signifies your intent to transfer ownership.
- You will be prompted to confirm the transfer of ownership. Confirm the action, and ownership will be transferred to the other user (in this case, Mia Fisher).
⚠️ If the person to whom you wish to transfer ownership is not yet a user in your account, you will first need to add them as a user by clicking on "add user" in the top right-hand corner of your user management settings.
Removing a User
- Log in to Your Zeffy Account and ensure you are logged in to the Zeffy account of someone with permission to access the user management settings.
- Click on your name located in the top left corner of the Zeffy interface and then on settings.
- In your settings menu, look for the option called "User Management" and click on it.
- In the pop-up that will open, click on the cross to the right of the user you would like to remove
