In Cheqroom, only the Account Owner can upgrade, downgrade or cancel the account.
So when someone is no longer active in the company or hasn't been using his Cheqroom account, it might be a good idea to change the Account Owner to stay up-to-date.
Important
*Only Account Onwers are able to update the account owner's information
*Users part of the User Sync can't be added as an Account Owner
The new account owner is already added as a user
If the person who will become the new Account Owner is already part of the account, you can follow these steps:
Go to your Settings in the bottom left corner of your screen
Click Account
See the current Account owner under Subscription information
Choose Change Owner
Search for the correct Contact
Click Save
Another way to transfer the account ownership is:
Go to your Settings in the bottom left corner of your screen
Click Users
You'll see a star icon next to the current owner
Find another User with the Super Admin role
Click Actions, next Make owner
The new account owner has not been invited yet to the account
If the future account owner has not been added as a user yet, you'll have to invite him/her first:
Go to your Settings in the bottom left corner of your screen
Click Users
Click Invite User in the top-right corner
Add the correct email address and choose the Super Admin role
Send invite
Once the new user has accepted the invite and has been added to the account, you can follow these steps:
Go to your Settings in the bottom left corner of your screen
Click Account
See the current Account owner under Subscription information
Choose Change Owner
Search for the correct Contact
Click Save