/ /
Changing Trust Center owners
Updated 13 days ago

Overview

You can change the owner of a Trust Center if the new owner is already on the team as a collaborator.

Permissions

Only the existing owner, or an Admin, can change the owner.

Changing Trust Center owners

Changing ownership for a single Trust Center

  1. Go to the Active tab and click the avatars in the Team column for the Trust Center you want to change.

  2. On the Manage Team Members pop-up, click the role of the person you want to make the owner to display the available roles and select Transfer Ownership.

  3. Click Confirm.

Changing ownership for all of an owners Trust Centers

You may need to change all of an owner's Trust Centers if, for example, they leave the company. If so, you'll need to deactivate the user and reassign the Trust Centers. 

  1. Go to Organization Settings > Users > Manage Users.

  2. Scroll all the way to the right of the page, click the three-dot Menu associated with the user, then click Deactivate.

  3. On the Confirm Deactivation pop-up, click Reassign Ownership and Deactivate User.

  4. Scroll down to Select a new owner for Trust Center and enter the new owner’s name.

  5. Click Reassign. The user will be deactivated and their Trust Centers will be owned by the new user.

Was this article helpful?
Subscribe to receive updates on this article