Updating the Account Owner

Updating the Account Owner Within Astalty

You can now update the Account Owner within Astalty. To do this navigate to the Users menu and select the user who you would like to become the new account owner. Once in their profile select the Permissions tab and you will see the 'Transfer Account Ownership' button within this screen as seen below. Note: the new account owner must have the Admin user role.

Once you select the transfer account ownership option you will see the following pop up

1. Once you have read the warning information and would like to proceed select the check option
2. Type the user who you are transferring the account to's name in the text box. This text box is case sensitive.
3. Enter the password that you use for your Astalty account.

Then select Transfer Ownership to successfully transfer ownership to this user.

Update your billing contact

The billing contact is the email address Astalty sends subscription invoices and receipts to. It's often set to a shared accounts team address rather than the account owner's personal email.

When you transfer account ownership, the billing contact is only updated automatically if it currently matches the outgoing account owner's email. If your billing contact is a different address, it stays the same — so it won't follow the change of ownership.

Video Walkthrough