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How to Transfer Account Ownership in Puzzle

You may need to transfer account ownership if you're offboarding, changing roles, or if an accountant or firm needs to hand the account back to a non-firm user.

Written by Michael Herchen

  1. Go to Settings

  2. Select Company
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  3. Click Users

  4. Find the user you want to make the new owner

  5. Under Permissions, select Transfer Ownership
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    The selected user will become the new account owner immediately.
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    ⚠️ Note: Only the current account owner can transfer ownership. Make sure the user you're transferring to has an active Puzzle account before proceeding.
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