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Account Ownership

Understand how Account Owners can manage their team and subscription, as well as transfer ownership to a different team member

Sindie avatar
Written by Sindie
Updated yesterday

Every Instrumentl account has a single Account Owner β€” this administrative role is automatically assigned to the user who originally created the account and purchased their Instrumentl subscription.

The Account Owner may also be referred to as the "account manager" or "account administrator". This title isn't just a formality, though! Account Owners are the main point of contact and maintain primary responsibility for overseeing their Instrumentl account.


Account Owner privileges

The designated Account Owner can always manage their team and Instrumentl subscription. As an Owner, you can:


Changing the Account Owner

Before departing an organization, we highly recommend that the current Owner transfer account ownership to an existing or new Instrumentl teammate.

This will ensure future billing emails are sent to the correct member of the organization and prevent organizational knowledge gaps about the existence of an active subscription. Once everything is in order, this is also an ideal time to have the new Account Owner removed to free up a Core User seat for a future team member.

A. Transfer ownership to another teammate

To switch your account ownership to another Core User:

  1. The current Account Owner will need to log in and head to Account > Manage Team.

  2. From this Team Page, select Make Account Owner from the 'User Actions' dropdown menu to the far-right of the prospective user listed.

B. Remove an inactive Account Owner

If an Owner is no longer at your org or would prefer not to manage the account, we highly recommend transferring ownership to an active member to keep your team organized!

If the listed Account Owner is no longer with your team or cannot be reached, no worries! The Instrumentl Support team can help you change the Account Owner and update your team's roles as needed.

You can also try updating this yourself if you have access to the Owner's email. Log in as the Owner (you may need to reset their password first) > Account > Manage Team > open the 'User Actions' dropdown menu > select Make Account Owner.


Contact Us

If you have any questions about account ownership or need assistance updating your team's Account Owner, message Instrumentl Support via the chat bubble while logged in to your account, or email us at hello@instrumentl.com.

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