The Owner role has complete access and control to an Omnsiend account. This user role can also be transferred to another user if needed.
This guide walks you through how to transfer the Owner role safely and smoothly.
Before You Begin
Please note that there can be only one owner for one account.
By assigning the Owner role to another user, you will be converted to an Admin role.
You will not be able to transfer the ownership to a user who already has the Owner role on another Omnisend account.
If you'd like to remove your billing details from the account before the ownership transfer, go to Account management→ Billing info.
Setup Process
Step 1. Go to your Profile menu → Account Management → Users. If you own that account, you will see the Transfer Ownership button under your user options.
Step 2. Select the user to whom you would like to transfer the Owner role → click Initiate transfer.
Step 3. For security reasons, you will need to confirm the ownership transfer via email. Check your email inbox for an email with the subject 'Confirm owner role transfer for account' → Open the email → click Confirm.
Step 4. You will be redirected to the Confirmation page and see that your role has now been converted to the Admin role.
That is it; the ownership transfer was successful!
If you face any difficulties, reach out to our Support Team via in-app chat or email [email protected].