How to change the Account Owner

The Account Owner is the creator of your OnePageCRM account. They are the only person who can delete the account or make changes to their own profile. As the position of the account owner never changes in OnePageCRM, if you wish to update them, you must log in as them and update their details. 

Important note: These options are only applicable if the current Account Owner is leaving the CRM

If you need to switch places with the Account owner, please contact us at support@onepagecrm.com.

In this article learn how to:
Change an existing user into the Account Owner Change a new user into the Account Owner

Change an existing user into the Account Owner

1
Log in as the Account Owner → go to your User Profile (top right) → Users, Plans and BillingUsers → click on the profile of the user you wish to make into the new account owner.
2
Select Delete the user.
3

Under Assign contacts to: select Me, as you're logged as the account owner. 

4
Select the account owner profile.
5
Change the details from the previous account owner to the new account owner (user you just deleted) → Hit Save.
 
Note: Hover over the profile photo to change the image. See here

6

Change the number of users on your billing page accordingly. See here


Change a new user into the Account Owner

1
Select the account owner profile.
2
Change the details from the previous account owner to the new account owner → Hit  Save.
NOTES
  • Once the switch has taken place when you click on Activity - for past activities like emails, notes, call notes, this activity completed by you will show under All team members on the filter bar. However, at a contact level, it's clearly logged that you completed the actions / added the notes.
  • We would recommend changing the current password to a new password. See here.
  • Your Email Capture address will change, you'll find this under your User Profile (top right-hand corner)  Apps and integrations - Email  → Click on Don't have Google or Outlook email account, and your email capture address will be displayed here. 
  • If the previous account owner has connected to our Email Send integration, please disconnect and connect your own email account. If you're a Gmail user, see here and Outlook user, see here.
  • We would recommend the new Account Owner to attend a 30 minute Getting Started with OnePageCRM webinar. To register, please click here
  • If you're an existing user on the account and want to switch places with the Account owner, please contact our support team at support@onepagecrm.com.

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