How do I change the owner of the account?

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Eugenia Brown
  • Updated

The account owner can transfer the ownership by going to Settings > Billing. 

Note:

Account ownership can only be transferred only to another member of your PandaDoc account. 
  1. Go to Settings > Billing. Under Billing information, click on the pen icon next to Account Owner.
  2. Next, type in the name or email address to select the new owner. Select the new owner and click on Transfer Ownership.  
  3. Then, an email will be sent out to the old owner, i.e. you, so you can confirm the ownership transfer.

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Note:

If you have only one license in your account and you do not wish to add a second license to invite a second team member for the transfer, you have the option to change the email address and update the name in the Personal info settings to complete the transfer.

I see the error "This person already owns an account. Choose a different member"

The user cannot be an owner of two PandaDoc accounts. If you see the error when you try to transfer the ownership, reach out to our Support Team.

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