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Recovering account ownership

How to transfer the Owner role to someone else, and how to recover ownership when the Owner has left your company.

Your workspace has one Owner, and ownership can move to someone else whenever you need it to. Everything else stays as it is: your surveys keep running, all the feedback you've collected is untouched, and the outgoing Owner carries on in the workspace as an Admin.

If the current Owner can still sign in, they can hand the role over themselves. If they've left your company and email to their old address still reaches someone there, a password reset puts the transfer back in your hands. When that mailbox is closed, we can move ownership for you once we have confirmation of the departure.

How ownership works

The Owner pays for and controls the subscription: invoices go to their address, and plan changes and cancellation are theirs to make. That's why the role sits with one person.

Apart from billing, an Admin can do everything the Owner can.

Because only the current Owner can pass the role on, Make owner shows up on their menu and nowhere else. If you're an Admin and you need the role, ask the Owner to hand it over, or contact us if they've already left.

Transfer ownership to someone else

The person taking over needs the Admin role first. Invite them from Admin → Users with that role, or open the row menu on their existing entry, click Edit, and change their role to Admin.

  1. Open Admin → Users.

  2. Find the person taking over and open their row menu.

  3. Click Make owner.

  4. Confirm with Transfer ownership.

They're the Owner from that moment, and you're an Admin with access to everything except the Billing page.

Make owner

Note: ownership can go to a pending invitation too, as long as that invitation was sent with the Admin role.

When the Owner has left or cannot sign in

Start with the mailbox, because it's the fastest route and needs nothing from us. If email sent to the former Owner's address still reaches someone at your company:

  1. Use Forgot password on the sign-in page.

  2. Sign in as them.

  3. Transfer ownership from Admin → Users.

If the mailbox is closed, we can move ownership for you. Email [email protected] with one of these:

  • Confirmation from another Admin in your workspace, sent by them or copied to you. Admin confirmation is the quicker of the two for us to verify.

  • An email from your HR team confirming that the Owner has left the company and naming the address that should become the new Owner.

Send the request from your own address as a user in the workspace, tell us which address should hold ownership, and make sure that person already has the Admin role.

Naming your own Admin is part of the request, because we only confirm who holds Admin with people who are already users in the workspace. That's the same protection that stops someone outside your company from taking over your workspace.

Once we have that confirmation, we complete the transfer within 24 hours on business days and let you know when it's done. If you haven't heard back by then, reply on the same thread.

If the subscription lapsed while the Owner was away

Nothing you've collected goes away while a subscription is inactive. Feedback that arrives is held for you, you'll see a count of what's waiting, and subscribing again releases all of it at once.

After a transfer

The new Owner signs in with their own address, and if they were invited and never set a password, Forgot password on the sign-in page gets them in.

Future invoices go to the new Owner's address, while invoices already sent stay in the mailbox they went to.

Your saved payment card doesn't move with the role. If the card on file belonged to the outgoing Owner, replace it on Admin → Billing before the next invoice goes out.

The outgoing Owner becomes an Admin and stays in the workspace. The new Owner can remove them from Admin → Users once they no longer need access, which frees their seat at the same time.

Note: an Owner can't be removed from a workspace, so someone who's leaving hands the role over first and is removed afterward.

Every new user needs a free seat, and you'll find your current usage on Admin → Usage.

Troubleshooting

Make owner is not in the row menu

Make owner appears only for the current Owner, which means an Admin sees the rest of the row menu without it, on every user row.

If the Owner is reachable, ask them to make the change. If they've left or can't sign in, we can transfer it for you. Email [email protected] with confirmation from another Admin in your workspace, or with an email from your HR team confirming they've left.

Make owner failed and asked me to contact support

The person receiving ownership needs the Admin role. Open their row menu, click Edit, set the role to Admin, save, then choose Make owner again.

If their role is already Admin, email us and we'll complete the transfer.

The subscription went past due right after the transfer

The payment card doesn't move with the role, and a card that belonged to the outgoing Owner is still the one on file. Open Admin → Billing, add a current payment method, then contact us if an invoice is still outstanding.

I don't know who our Owner is

Open Admin → Users and read the Role column, which Owners, Admins, Managers and Collaborators can all see.

If nobody at your company can sign in, we can move ownership for you. Owner details go only to people who are already users in the workspace, so send us confirmation from another Admin in your workspace, or an email from your HR team.

The previous Owner still appears in our user list

Transferring ownership changes their role to Admin and leaves them in the workspace. Remove them from Admin → Users once they no longer need access.

The new Owner cannot sign in

If they were invited and never set a password, use Forgot password on the sign-in page. Open the link it sends within three hours, because that's how long it stays valid.

FAQ

Can two people be the Owner at the same time?

No, one person holds the Owner role at a time. If you want a second person to have billing access, you don't have to give up ownership for it: invite them with the Billing role.

Can an Admin transfer ownership?

No. Make owner is on the current Owner's menu only. An Admin who needs the role asks the Owner for it, or contacts us if they've left.

Do I lose access when I transfer ownership?

No. You're an Admin afterward, with access to everything except the Billing page and billing changes.

What happens to our feedback, surveys and integrations?

Nothing. Ownership is a role on one user, so your data, your surveys, your integrations and your plan all carry on unchanged.

Who receives our invoices after a transfer?

The new Owner, because invoices go to the Owner's address. If your finance team only needs the invoices, they don't need ownership for that: invite them with the Billing role, which opens the Billing page and every invoice on it.

Can I get ownership because I pay the bill?

Not on that basis alone, but the route is open to you. Ownership moves either from the current Owner in the app, or from us once another Admin in your workspace or your HR team confirms the change.

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