How to Change Account Owner Insightly
- George Apostolov
How to Change Account Owner Insightly: step-by-step guide
Start by accessing your account settings to manage team permissions.
Navigate to 'Billing & Account', where you can manage subscription details and user roles.
In the 'Account' section, you can designate who has primary control over your Insightly instance.
Click the drop-down arrow to assign leadership responsibilities by transferring ownership to another team member.
Search for team members to transfer ownership privileges and administrative rights.
Click 'Change Account Owner' to confirm.
Quick answer: To change the account owner in Insightly, access your account settings and navigate to Billing and Account. Go to the Account section, click the drop-down arrow, search for the team member, and click Change Account Owner to confirm.
About this tutorial
Transfer primary control and administrative rights to another user within the app by updating your settings. This guide shows how to change Account Owner Insightly in 6 steps, starting with "Start by accessing your account settings to manage team permissions" and finishing with "Click 'Change Account Owner' to confirm". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to change Account Owner Insightly?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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