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.

Change an existing user into the Account Owner

Change a new user into the Account Owner

Change an existing user into the Account Owner

Log in as the current Account Owner → go to your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab.

Open the User profile of the new Account Owner → select Delete user (this will make sense in 1 minute).

Note: During this process, you will be asked to assign the contacts and actions to a remaining member. Simply select yourself (Account Owner profile for now).

Select the current Account Owner profile.

Update the details to the new Account Owner's details (The User you just deleted) → Hit Save.

Update the following details:

Email address

First and Last name

Phone number (if required)

If nobody else is joining the team, adjust the number of users on your Billing page accordingly, see here.

Hover over the profile photo to change the image.

Change a new user into the Account Owner

Log in as the current Account Owner → go to your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the current Account Owner profile.

Update it to the new Account Owner's details → Hit Save.

Update the following details:

Email address

First and Last name

Phone number (if required)

Notes:

We would recommend changing the current password to a new one.
Once the switch has taken place, when you click on Activity - for past activities like emails, notes, and call notes, this activity completed by the previous Account owner will show under All team members on the filter bar. However, at a contact level, it's clearly logged that they completed the actions / added the notes.
The Email Capture address will change, see here where to find the new one.
If the previous account owner has connected to our Email Send integration, please disconnect and connect your email account.
We would recommend the new Account Owner to attend a 30-minute Getting Started 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.

Change the Account Owner

Change an existing user into the Account Owner

Change a new user into the Account Owner

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