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Finding and changing the account owner



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Aimee Spanier

Zendesk Documentation Team

Edited Sep 26, 2024


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15 comments

I just went through this with our account. It was a little lengthier than I had anticipate. We only have 2 seats and I wanted to switch the ownership from an admin to a contributor. Long story short, you have to update the owner, downgrade an admin, upgrade a contributor and then switch them to owner. Note, we could not do this version which is what we had originally thought we could do.

Note: If you do not want to change the email address of the current owner profile, you can submit a request to Zendesk Customer Support and we can assist with adding a temporary agent seat to your account to create a new user profile.

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It says the request has to come from an email address in the company's domain. I assume this means we have to email it in, but the 'Zendesk Customer Support' page doesn't give an email option. Please can you advise how we do this?

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por favor necesito ayuda

necesito recuperar una cuenta

 

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Christine

Zendesk Engineering

Hi Olga,

If you are having issues signing in to your account, you can reset your password. If you are having issues receiving the password reset email, see this article: I am not receiving my password reset email.


For all other issues signing in, you may check out I am having trouble logging in to Zendesk.

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when you transfer ownership to another member does the billing admin automatically change on the system to the New person ? 

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Audrey Ann Cipriano

Zendesk Customer Care

Hi Roz, yes, once you transfer the ownership to another member, the account owner should be receiving the invoices going forward unless you want a different email address listed. You can also check who receives the invoices by going to In Admin Center, click the Account icon in the sidebar, then select Billing > Invoices > Recipients Tab. 

Thank you! :)

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Sorry if a silly question, but: will changing the account owner also change the account owner on any existing Sandboxes?

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Audrey Ann Cipriano

Zendesk Customer Care

Hi Bill Reed thanks for reaching out! There are no silly questions here :)

Great question actually! I can confirm that changing the account owner of the production account will NOT change the account owner of it's sandboxes. :)

Hope this helps!  

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Does this include the case when the account ownership is transferred from one organisation to another? We are taking over the support for a client and their existing support organisation are transferring the account ownership to us.

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So if I understand this correctly, if my VP of Sales (the current owner) makes me (an admin) the account owner so I can work on integrating Zen with our other systems, then she will have to reauthorize all the functionality I've set up!? ... What is the rationale behind this?

It's a huge pain point for us right now, and I hope I'm missing something because this setup doesn't make sense -- your buyers (account owners) are execs. They aren't the ones managing the day-to-day operations of a CRM.

Can you recommend a workaround? Thanks.

 

 

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Account owner having to pay for an Admin licence is stupid.

I'm the business owner, I don't use Zendesk but I'm the one who pays the bills but I need to pay for an admin licence, why?

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Mike DR

Zendesk Customer Care

Hi Amanda! If you're referring to reauthorizing apps, the authorization will be based on the user's profile or ID and not only the role, the usual workaround I could think of is to have a dedicated admin account for integrations in order for any changes in admin or account owner access won't cause an issue with the current setup of your team's integration.

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I'm trying to change the ownership, however my subscription has only one agent and I cannot make the other account an admin. Can I still somehow transfer the ownership to the other account?

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Francis Casino

Zendesk Customer Care

Hello Katarzyna,
 
That should be possible and it is also outlined in the article. It should be directly under "To transfer ownership to a new admin when no agent seats are available" part of the step.
 
 

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I try to withdraw few hours ago but i did not receive it. Why is it pending? When i can get may withrawal?

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