How to transfer account ownership from one user to another?
One of the examples, when the migration of account ownership is required, happens when a user signs up for Coupler.io from their free Google account and later wants to transfer it to a work email address.
- Open https://www.coupler.io/app/users page.
- Make sure the new owner is on the list of invited users. If not, add an email of a team member you want to transfer account ownership to.
- Click 'Invite'.
- Assign the "Owner" role to the newly added user.
- Change the role of the previous user to "User" or delete it from the list.
- After that, a new user logs in to Coupler.io and navigates to the Users page https://www.coupler.io/app/users, where he/she can delete the previous user from the account list.
NOTE
If you need the new owner to keep using the same connections (connected source/destination apps) that were created by the previous owner, make them "Shared" before transferring the ownership:
Learn more about managing connected accounts: How to manage connected accounts (sources and destinations)?