This guide explains how to transfer company ownership to another user on Signify.
Who is the Account Owner?
The Account Owner is the "Super Administrator" who holds the highest hierarchical status within the system. Typically, this is the person who initially registered the company on the platform.
The Owner differs from other Administrators in that their role cannot be changed or deleted by any other Admin.
On the Users page, the Company Owner can be identified by a crown icon next to their name.
How to Change the Account Owner Yourself
If you are the current owner of the account and wish to transfer it, follow these steps:
- Click on the Settings button.
- Select the General page.
- Open the Company Owner dropdown menu.
- Select the desired user from the list and click Save.
Ownership Transfer via Signify Support
If you are unable to perform the change yourself, contact us via chat and we will assist you. Provide the email address of the person who will become the new owner. The new owner must not already be registered in the system with that specific email address.
Security Protocols
- To authorize the change, the current owner must contact us via their registered phone number or email.
- If the owner no longer works at the company, the request must come from the Director, or a Department Head.
- Once confirmed, the new owner will receive an activation link via email to set up a unique password.
What happens to documents when the account owner is changed?
Following the change, documents existing on the account are preserved. However, if you delete the previous account owner, any documents remaining in their personal inbox will also be deleted.
Sharing documents with the team
- Select the desired document in your Inbox.
- Click on Actions.
- Select Share Team.
- Choose a folder within your current team. If you wish to share it with a different team, switch your active team first and repeat the process.