Change the Portal owner - Zoho SalesIQ

Change the Portal owner

You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an administrator. You can also add a new operator with an administrator role.

  • In Settings > Company info, click on the profile picture on the top right to find the Portal owner.
  • Click the Choose an administrator button on the right side of the screen.

Change the Portal owner


  • You can see all the operator who has administrator role in that portal and select the required administrator. 




  • A confirmation message will be displayed, click Change to confirm your changes.



Note

  • Only an existing Portal Owner can assign his ownership to another operator.
  • You cannot choose the operator who owns another portal.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Set Company Profile

                                                                                                                Add more details about your company to reflect your company's image accurately. The company profile in SalesIQ acts as an overview for your users and operators.  Changing the company profile picture Navigate to Settings > Company info, click on the ...
                                                                                                              • How to add operators and assign them roles in SalesIQ?

                                                                                                                Add more power and make your customer service run smoothly by adding operators in Zoho SalesIQ. With the ability to add your team members and configuring them into one of three roles, you will be able to find the optimal structure for your live chat ...
                                                                                                              • Set up your personal profile

                                                                                                                Enhancing your profile with additional details can make it more professional and authentic. A fully equipped profile not only instills confidence, but also fosters a sense of genuine connection when engaging with visitors. Add a profile picture The ...
                                                                                                              • SalesIQ app for Android TV

                                                                                                                SalesIQ offers an Android TV App for you to view all the visitor data on a big screen. With SalesIQ's Android TV app, you can monitor real-time reports with graphic visualisations of your visitors, operators and departments on a large screen. Get ...
                                                                                                              • SalesIQ app for Apple TV

                                                                                                                SalesIQ offers an Apple TV App for you to view all the visitor data on a big screen. With SalesIQ's Apple TV app, you can monitor real-time reports with graphic visualisations of your visitors, operators and departments on a large screen. Get your ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources