How to transfer account ownership

There are two ways to transfer Account Ownership in 7shifts, depending on whether the current Account Owner is still available.

1. If the current Account Owner is still with the company, they can complete the transfer directly from the 7shifts web app — no need to contact Support. Follow the steps below.
2. If the Account Owner has already left the company, Support can help. See What to do if the Account Owner has Left the Business.

When to Transfer Ownership

Transfer Account Ownership when:

• The current Account Owner is leaving the company.
• The current Account Owner is moving into a new role and will no longer manage the 7shifts account at the highest level.

Steps to Transfer Ownership

1. Log in to the 7shifts web app.
2. Go to My Account > Permissions.
3. Click the Tools menu.
4. Select Transfer Account Ownership.

5. Choose the new Account Owner from the dropdown list. 

   Tip: Only active Admins will appear. If the person isn’t listed, update their user type to Admin first.
6. Click Transfer Ownership to confirm.

After the Transfer

• The previous Account Owner becomes a regular Admin.
• All active Admins on the account will be notified of the Ownership change.
• The new Account Owner will be prompted to accept the 7shifts Terms of Service the next time they log in.