ScreenSteps

How to Change the Account Owner

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Is the proposed Account Owner already an Admin in your ScreenSteps account?

In ScreenSteps, you can create Readers, Contributors, and Admin user accounts. If you're not sure whether the individual whom you want to make the new Account Owner is an Admin, click here for instructions.

Is the proposed Account Owner already in ScreenSteps?

Modify the user's account to be an Admin

If the user is already in your ScreenSteps system as a Contributor or a Reader then you can simply modify their user role to be an Admin.

Click here for instructions on modifying a user's role.

Create a new Admin user account

Before you can assign account ownership to the new user, you will need to create an Admin user account for them.

Click here for instructions on creating an Admin user account.

Change account Ownership

You can assign account ownership to an existing Admin on your account.

Click Account
Select Account Settings
Change Account Owner
Update

Is the current account owner available?

Only the current Account Owner can assign account ownership to another Admin.

Ask your current account owner to follow these instructions

If your current account owner is available, then they can follow these instructions to transfer account ownership.

Copy the URL of this help article and send it to them.

Contact support@screensteps.com

If your current Account Owner is no longer available, then you can still have account ownership transfered to another Admin on your team––you will just need to contact support@screensteps.com to have somebody from the ScreenSteps team help out.

By default, ScreenSteps account owner is the only user who has access to billing information for an account. The account owner is able to grant access to billing for other users.

Are you the current account owner?

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