How do I change the owner of the account?
You can change the account owner by going to Settings > Billing.
Note:
account ownership can be transferred only to a member of your PandaDoc account.- Go to Settings > Billing. Under Billing information, click on the pen icon next to Account Owner.
- Next, type in the name or email address to select the new owner. Select the new owner and click on Transfer Ownership.
- Then, an email will be sent out to the old owner, i.e. you, so you can confirm the ownership transfer.
