This article is designed for: User Type: Admins or Managers Device: Web Browser

Transferring or changing the account owner on RosterElf is a straightforward process. This guide will walk you through each step to ensure a smooth transition.

Introduction

Changing the account owner on RosterElf allows you to transfer all account permissions and responsibilities to a new individual. This is important for maintaining accurate account management and ensuring the right person has access to all necessary features and information.

Steps to Change the Account Owner

1. Log in as the Current Account Owner

  • Make sure you are logged in to RosterElf with the current account owner's credentials.

 

2. Access the Staff Tab

  • Navigate to the top menu and click on the Staff tab.

3. Select the Owner's Staff Card

  • Find and click on the staff card of the current owner.

4. Update Owner's Details

  • Change the details, including the email address, to the new owner’s information.

 

5. Access the Account Info Tab

  • Click on your account name at the top right of the screen and select the Account Info tab.

6.Update Account Information

  • Update any necessary details in the account information section.

7. Update Billing Information

  • Navigate to the Billing tab and update the invoicing details to reflect the new owner.

Tips

  • Double-check all updated information to ensure accuracy.
  • Notify the new owner about the changes and provide any necessary login information.
  • Keep a record of the changes for future reference.

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