The owner has full control of the business. If someone else should take over, the owner can hand it to another admin. It happens at once, and only the new owner can hand it back.
Before you start
- Who can do it: only the current owner.
- The new owner must be an active admin. If they're a manager or staff, change their role to Admin first. See Roles and permissions.
Transfer ownership
Open the team
Go to Settings → Team & access → Team members and select Transfer ownership.
Choose the new owner
Under New owner, pick the admin. Only active admins are listed.
Type the confirmation
In Type to confirm, type the phrase shown, such as "transfer Demo Clinic to Taylor Reed". This stops a click by mistake.
Confirm
Confirm the transfer. You see Ownership transferred.
What changes
- The new owner gets everything, including requiring two-factor sign-in for the whole team and transferring ownership.
- You become a regular admin. Your account and history stay.
Check it worked
On Settings → Team & access → Team members, the new owner shows the Owner role and you show Admin.
If something goes wrong
The person I want isn't listed
They aren't an active admin. Change their role to Admin and make sure they've accepted their invitation and aren't suspended, then try again.
The owner has left and can't sign in
Contact Owneli support. We'll need to confirm who you are before ownership can move.