First steps / Account settings

Assign new owner to the account

If you need to change the main responsible for your account, you can do it yourself from the user panel. This action allows you to assign someone else full control of the account, including settings, payments, access and security.

Ideal for internal changes, personnel departures or role restructuring.

ℹ️ Only the user with the Super Admin role can perform this action.

What happens when the property is transferred?

Once the transfer is complete, the user you choose becomes the account's new Super Admin. You, as the current owner, retain access but with a different role that you must select during the process: Admin, Sales, Support, or Customer.

ℹ️ This action cannot be undone. If you need to reverse it, the new owner will have to make a new transfer to another user.

Steps for Transferring Ownership

Log in to your Envia.com account.

2. In the right side menu click on Configurations > Users

3. Create a new user or choose an existing one.

4. Click on the three dots next to the user.

5. Select Transfer company.

6. Choose the role it will play your account After the transfer: Admin, Sales, Support, or Customer.

7. Click on Save to confirm.

ℹ️ Once ownership is transferred, it cannot be undone. If you need to correct it, you will need to transfer it back to another user.

Conditions for Making a Transfer

Before you begin, make sure the following conditions are met:

ConditionDetails
The destination user must be assetIt is not possible to transfer to inactive users or those who have declined an invitation
You cannot transfer the account to yourself yourselfThe target user must be different from the current owner
Only the Super Admin can transferOther roles do not have access to this option

FAQ

Can I transfer ownership to a user I just created? Yes, as long as the user has accepted the invitation and their account is active. If the invitation is pending or was declined, the transfer option will not appear.


What role will I have after the transfer? You choose your new role during the process: Admin, Sales, Support, or Customer. Be sure to select the one that corresponds to your future responsibilities for the account.


Can the new owner transfer the account back to me? Yes. The new Super Admin can initiate a new transfer to any active user on the account, including you.

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