How can I change the account owner?
Sometimes, you want to change the account owner because they either no longer want to manage CoffeePals or are leaving the organization. Here's how to change the account owner.
Go to the dashboard. Send the command "Dashboard" to the app in a personal message. This will send you a login link to access the dashboard.
Once you are in the dashboard, click the Subscriptions button in the left menu to show the list of programs.
Find the subscription you wish to configure (if you have multiple subscriptions)
Click the three dots next to the audience name
Press the Edit Permissions button, under the "Account Permissions" section
Find the admin you want to make the new owner (if there are no admins, you will have to first the user as an admin)
Press on the Downward Arrow next to "Admin"
Click on Transfer Ownership
An account can have only one owner.
If the current owner left the organization without transferring ownership to someone else, you can send an email to support@coffeepals.com asking to transfer ownership, while:
CC'ing the email of the current owner
Specifying who the new owner should be (including their email)
Specifying which account should be updated
Your request will be processed within 48 hours and you will be notified once the change is done!
If you have any questions that we did not cover or feedback, hit the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.
Get Started
Go to the dashboard. Send the command "Dashboard" to the app in a personal message. This will send you a login link to access the dashboard.
Once you are in the dashboard, click the Subscriptions button in the left menu to show the list of programs.
Find the subscription you wish to configure (if you have multiple subscriptions)
Click the three dots next to the audience name
Press the Edit Permissions button, under the "Account Permissions" section
Find the admin you want to make the new owner (if there are no admins, you will have to first the user as an admin)
Press on the Downward Arrow next to "Admin"
Click on Transfer Ownership
An account can have only one owner.
What if the current owner left the organization already?
If the current owner left the organization without transferring ownership to someone else, you can send an email to support@coffeepals.com asking to transfer ownership, while:
CC'ing the email of the current owner
Specifying who the new owner should be (including their email)
Specifying which account should be updated
Your request will be processed within 48 hours and you will be notified once the change is done!
If you have any questions that we did not cover or feedback, hit the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.
Updated on: 20/08/2024
Thank you!