The Account Owner is the staff member who originally created the TimeTap account. There can only be 1 Account Owner per account, and they have access to every part of the account, including billing information, plan changes and security roles.
If you need to transfer account ownership to another user, you'll need to follow the steps below. Appointments or class sessions scheduled with the account owner will not be affected after ownership gets transferred.
In this help doc we'll cover -
- Transferring Account Ownership
- How to Transfer Ownership if the Current Account Owner Isn't Available
Transferring Account Ownership
Account ownership can only be transferred when logged in as the current Account Owner.
To transfer account ownership, you'll need to navigate to Settings > Staff > click on the View button next to the staff you want to transfer ownership to -
Once on the staff profile, you'll need to click on the Make [staff’s name] the account owner link next to the Security field -
Once you do, the Transfer Account Ownership window will appear prompting you to approve this transfer of account ownership. You'll need to click on the green Confirm & Transfer Ownership button to finalize the transfer -
Once you have clicked on the button, that staff member will be assigned the security role of Account Owner and you will be moved to the role of Administrator -
How to Transfer Ownership if the Current Account Owner Isn't Available
In these scenarios, our team is dedicated to facilitating a seamless transition while upholding our commitment to security. In most cases, only the individual with login access as the Account Owner can initiate the ownership transfer process, following the steps outlined in the help doc above. If possible, the previous Account Owner should be encouraged to log in and transfer ownership directly.
In situations where the original Account Owner cannot transfer ownership directly in the Backoffice, requests for account ownership transfer should be submitted to the TimeTap support team at support@timetap.com. We can then process the requested changes to account ownership after receiving email confirmation directly from the previous account owner, granting permission for the transfer to proceed on their behalf.
If you are unable to obtain approval for this transfer directly from the previous Account Owner due to circumstances beyond your control, please submit a request to our team, including alternative contact information or additional documentation. This additional information will assist our team in verifying and approving your transfer request in the absence of contact with the original Account Owner.
Our team will assess each case individually, taking into account the unique circumstances and available information, to facilitate legitimate changes in account ownership while preventing unauthorized changes.