Change Ownership of Client

Then working in an Office or Team with full sharing or advanced enabled, there may be times were you are looking to switch ownership of a client between team members.

For advanced sharing, the client will need to be shared by the original owner

For example: When removing a team member, all clients created by the team member will accompany their account.

Before removing this team member, please review client ownership for all clients to ensure that it has been updated based on your team members agreement with the team. Then switch ownership accordingly.

Follow the instructions to change client ownership:

  1. Edit your client's details by clicking the "edit" button when hovered over your client or "details"'
  2. In the client details, there is an Owner field.
  3. Expand the drop down list to view all your unit members and select the new owner of the client
  4. Once you've made your selection, Save All Contact Information