Transfer ownership of an organisation

An organisation has one owner. The owner has every permission and is the only person who can change the organisation's settings, manage its plan and billing, export all of its data or delete it. The owner cannot delete their own account while they own the organisation.

You can transfer ownership to another active member. The new owner takes over these permissions and responsibilities, including the plan and billing.

Before you start

The new owner must already be an active member of the organisation who has accepted their invitation.

If you are the only member, there is no one to choose. The Transfer Ownership section says Add team members to your organization before transferring ownership. Invite the person first. See Inviting people to your organisation.

How to transfer ownership

1. Open Settings, then Organization.
2. Under Transfer Ownership, select Transfer Ownership.
3. Choose the person in Select a team member.
4. Select Send Transfer Request.
5. Open the email StockBold sends you and select the button in it. The link works for 24 hours.
6. On the Confirm Ownership Transfer page, select Confirm Transfer.

If the confirmation email cannot be sent, the transfer is not started. The page says so, and you can select Send Transfer Request again.

Accept the transfer

The person you chose receives an email and a notification. They have 7 days to accept.

1. They open the link in the email, or select Accept Ownership on the notification in Notifications.
2. They select Accept Ownership on the page that opens.

Once they accept, they become the owner. You stay in the organisation with the role you had, normally Admin, so you keep every permission except the owner-only actions. The new owner can change your role or remove you later.

If the member selects Decline on the acceptance page, the transfer is refused. You receive a notification and an email, remain the owner and can start a new transfer.

Check or cancel a transfer

While a transfer is waiting, Settings, then Organization shows Confirm Your Transfer Request until you confirm it from your email. It then shows Waiting for Acceptance with the new owner's name and the time the link expires.

Select Cancel Transfer to withdraw the request. Only one transfer can be waiting at a time.

Transfer checks and links

When the member accepts, StockBold checks again that you still own the organisation and that they are still an active member. If either has changed, nothing changes and the page says why.

If you remove the member from the organisation before they accept, or they delete their account, the transfer is cancelled.

Each link works only for its own person: the confirmation link for you and the acceptance link for the member you chose. If a link is opened while signed in with another account, it shows Wrong Account.

Delete your account

You must transfer ownership or delete the organisation before deleting your own account. Once the transfer is complete, you can delete your account if you own no other organisation. See Delete your account.