How to transfer account ownership

In this article:

What does transferring account ownership do?

By default, an account owner is the person or email address who initially setup the account. While Lucky Orange accounts may have multiple admins, creators or members, it can only have one Owner. When looking at Settings to see your list of sites, you’ll see a crown that designates you as the account owner:

Business changes, life events and other situations may require a change to the ownership of your Lucky Orange account, such as:

  • Previous account owner leaving the department or company
  • Leave of absence for the account owner
  • New employee 
  • Corporate restructuring
  • Agency involvement

By transferring ownership, the new account owner has admin permissions as well as distinct account owner permissions that include: 

  • Access team Chat logs, ratings and feedback
  • Add members, manage teams and revise roles
  • Update site and account information

Click here for a look at all roles and permissions.

Pro tip: The ownership transfer can be temporary and changed as needed. 

Does transferring account ownership transfer billing too? 

Transferring account ownership only applies to management capabilities related to the site and account, as we mentioned above. Transferring account ownership doesn’t transfer the billing subscription or billing details. 

To transfer billing to the new owner, please contact our support team. 

How to check your list of members 

Prior to transferring ownership, ensure that the next owner is already a member of your account. Only team members on your account will be eligible for ownership transfer.

  1. Navigate to Settings from the left navigation
  2. Your account name should be shown at the top of the page in a dropdown and first on the Settings list.
    1. If your account name isn’t correct, click on the account dropdown at the top of the page 
    2. Select your account  
  3. Click on Members to see a list of those who have access to your Lucky Orange account

If you don’t see your desired new account owner, you’ll need to add a new member. Click here to learn more.

How to transfer account ownership

  1. Navigate to Settings from left navigation if you haven’t yet already done so
  2. Select Sites. A list of your sites, whether as a team member or an owner, will display. 
  3. To the right of a site of which you are the owner, click on View Details
  4. Select the gray Transfer Ownership at the bottom of the drawer
  5. From the drop-down, select the new owner. 
  6. Click the purple Transfer button to complete the process