Transfer Ownership

Transfer Ownership

In a changing business landscape, the account owner of Zoho Contracts in an organization might move to other responsibilities or leave the company. This can make it challenging to transfer their duties to another person. To address this, we have a transfer ownership section, where the account owner can interchange their role with an admin at any time if they want to.

 

To transfer the account owner ownership to an admin:

  1. Select the Admin tab at the top of the page.

  2. Select Users from the left panel.

  3. Click the name of the account owner. The User Details page will be displayed.

  4. Click Transfer Ownership at the top-right corner. The Transfer Ownership dialog box will appear.

  5. Choose the admin from the Select New Owner dropdown to whom you want to transfer the ownership. Add an optional message to the new account owner in the Message to the New Owner text box.

  6. Click Transfer.

The admin will become the new account owner and vice versa.

Note:

  • The Zoho Sign account will be disconnected upon transfer, and any sign pending contracts will be automatically recalled. The new account owner must connect to Zoho Sign again.

  • The old account owner will no longer be able to manage the organization's subscription.


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