How to transfer account ownership rights to another user
In the Dokobit by Signicat portal, the "Business" and "Enterprise" plan account owners can transfer their ownership rights to another added user if necessary. This functionality can be useful when the current account owner, for example, plans to leave the company, in which case this action should be performed before they do so.
Note: If, for some reason, the current account owner cannot transfer the ownership rights to another user, a company representative should contact us at support@dokobit.com for further information.
How to transfer account ownership rights
Note: Transferring account ownership rights is an irreversible action. Only the newly appointed account owner can re-transfer these rights if necessary.
1.0. Log in to the portal, and go to the settings by either pressing the gear icon (located at the top, right side of the screen) or by pressing your name to reveal the drop-down menu and then selecting "Settings".
Gear icon:
Drop-down menu:
1.1. On the left side of the screen, press "User management".
1.2. Here you will see a list of every added user in your account.
Choose the user to whom you wish to transfer the ownership rights. Then press the "Actions" button located on the right, next to their personal data.
1.3. Additional settings will appear. Press "Transfer owner rights".
1.4. A new window will pop up. Add or remove a checkbox to indicate whether you wish to retain an admin role in the company account before transferring the ownership rights. Then press "Continue."
1.5. Confirm the action by pressing "Confirm and transfer".
