How do I change the owner of the account?
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.- 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.
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.