How to Change Account Owner Insightly

Quick summary

Changing the account owner in Insightly CRM transfers primary administrative control to another team member. This process is completed through the Billing & Account settings in just a few steps.

Steps

1. Access account settings to manage team permissions from the main navigation.
2. Navigate to Billing & Account to manage subscription details and user roles.
3. In the Account section, review who currently holds primary control over your Insightly instance.
4. Click the drop-down arrow to open the ownership transfer options and assign leadership responsibilities.
5. Search for a team member to transfer ownership privileges and administrative rights to.
6. Click Change Account Owner to confirm and complete the transfer.