Change the Account Owner
The Account Owner is the person who created the OnePageCRM account. They are the only person who can:
- Delete the account.
- Update their own profile details.
The position of the Account Owner cannot be changed. To update the Account Owner, you must log in as the current owner and update the user profile.
Important: These options apply only if the current Account Owner is leaving the CRM.
If an existing user needs to switch places with the Account Owner, please contact us.
In this article:
| Change an Existing User to the Account Owner |
| Set a New User as the Account Owner |
Change an Existing User to the Account Owner
💡 Assign the contacts and actions to yourself (the current Account Owner profile).
💡 Hover over the profile photo to change the image.
After the Switch
Past activities by the previous Account Owner appear under All Team Members on Activity. At a contact level, it's clearly logged who completed the action/added a note.
- Find the new Email Capture address here.
- Disconnect and reconnect to the Email Sync feature.
Set a New User as the Account Owner
💡 Hover over the profile photo to change the image.
After the Switch
Past activities by the previous Account Owner appear under All Team Members on Activity. At a contact level, it's clearly logged who completed the action/added a note.
- Find the new Email Capture address here.
- Disconnect and reconnect to the Email Sync feature.
💡 We recommend the new Account Owner attend the live Getting Started webinar (register here).