Changing the owner of an account
Each Corsizio account has one owner who is by default the person that created the account. If you need to change the ownership of the account, how you proceed will depend on whether you are the owner or not. Given that the account owner has access to billing and bank account information, for the benefit and security of all of our users, we cannot switch ownership unless the right verification is provided.
Current account owner
If you are the current account owner and you need to change the ownership to someone else,
you need to send us a support request directly from your login via the in-app help widget OR from the email address associated with the account. The request cannot be sent by filling out the help form on the help site outside of the web app.
If you have more than one account, please let us know which account(s) you need the ownership changed for.
As part of your request, you need to let us know which account user should be the new account owner.
This user must already be designated by you as an admin on the account. If they are not, please add and designate the user accordingly, and have them accept the invite. We will then switch the ownership to that user as per your request.
Not the account owner
If you are not the current account owner, but you need the account owner to change,
you will need to get the current owner to send us a request asking for the switch, as outlined in the section above. This can happen if someone else created the account for you, but you are the actual owner of the business and would like to be designated as the account owner.
In the unlikely event that you cannot reach the account owner due to any unforeseen circumstances, please send us a support request yourself and we will take other measures to verify the identity of the person who is to become the new account owner, on a case by case basis.
Other account users
Any users added to the account as admins have most of the same privileges as the owner, except for the ability to change any billing-related details or remove the owner. Any user added to the account under the role of editor, facilitator, or viewer, each has further limitations on what they can or cannot do within the account.
To view the users on the account and review their roles, go to Settings and then the Users List.
Refer to the help doc Adding multiple users to an account for more information about account roles and inviting new users.
