Transferring ownership of an Organization

The person who creates an Organization in GoldFynch is its owner. The Owner of an Organization can add cases to the Organization, add other users and assign roles to them, and manage the billing. At some point, there may be a need to transfer Organization's ownership to another user.

Pre-requisites to transfer the ownership of the Organization

To transfer ownership of an Organization to another user's account, you will need the new user's account to:

1. Be assigned an Owner member role in the Organization (learn how to do so here).
2. Have a credit card linked to their GoldFynch account (learn how to add a one here).

Process to transfer the ownership

Step 1. Log in to your account, which currently holds ownership of the Organization.

Step 2. Click on the Help button in the top right corner of the screen.

Step 3. Add the following into the Subject field: 'Need assistance transferring Organization: <Organization name>'

Step 4. Enter the Organization's name and the email account to which you need to transfer the ownership.

Step 5. Click on the Submit Question button.

Once you have submitted the request, GoldFynch staff will get in touch with you and send a notification to the new account about the transfer of the Organization.