Transfer ownership rights
It is possible to transfer the owner rights of an organization to another user in the Customer Center. These instructions show you how to successfully define a new owner for your organization.
After you have changed the new owner for your organization, the owner permission is removed from your current user and transferred to the new user.
Invite new user
To appoint a new owner for your organization, the user notified as the new owner must first be invited to the relevant organization. This is done via the member administration, the organization administration.
You can invite new members to your organization by clicking on the Invite user button. In addition, you can already define the role of the new member and thus the access authorizations for the new member in the following form.
The new user can only be assigned the Owner role once the invitation has been accepted.
In this process, the invited user receives all important information to confirm the invitation to the new organization by email to the email address provided. The invitation must then be confirmed via the link in the above e-mail.
All important information about the roles within an organization can be found at: Role administration
Set new owner
After the invitation has been accepted by the new user, the owner must define the new owner in the Master data tab in the organization administration. To do this, click on the blue button Define new owner.
From here you can invite the previously invited user as the new owner of your organization.
Please activate the checkbox that you agree that the new owner receives all rights for the organization and that you lose the right to define a new owner through this action.
Click on the Send invitation button to send the new owner an invitation to accept the transfer of ownership rights.
Accept invitation to transfer ownership rights
After you have sent the invitation, the new user must accept it before the ownership rights are transferred.
The new user receives the following message in the creoline Customer Center Dashboard:
The corresponding decision can be made here using the Accept and Reject buttons.
Select Accept and confirm the checkboxes to finalize the transfer of ownership rights.