Note: In order to transfer account ownership, you must be an account owner.
1. Ensure that the new account owner already has a Wagepoint account and is assigned an administrator role. You'll find instructions for adding an administrator here.
2. Ensure that the new account owner has signed into their Wagepoint account at least once.
3. In the navigation menu, go to Settings
4. Under Company settings, click Roles & Permissions.
5. Click Account Owner.
6. Under Account Owner, select the Transfer Ownership tab.
7. Under New Account Owner, select an administrator from the drop-down menu. Account ownership can only be transferred to existing administrators within the small business. The drop-down list will not show any administrators associated with an accounting/bookkeeping form.
8. Under How would you like to handle the transfer?, indicate how your own account should be handled, either:
- a. Transfer ownership and disable my account: If chosen, you will be automatically logged out and the new account owner will receive an email to alert them of the access change.
- b. Transfer ownership and assign a new role: If chosen, you will need to select a new role for your account. Note: Manager access must have departments enabled and only one manager can be set up per department.
9. Click Transfer ownership. Your account will automatically log out. You can re-enter your credentials to log in with your new access level.