How to Transfer Account Ownership on Cloud Payroll?

1. To add the system Administrator Role to the new email account, go to User Role > Click on the Administrator role with SYSTEM Role Type. 

2. In the Administrator role setting page, click on Member > Click Add Member. 

3. Select the new email > Click OK to Save and update.

1. Logging in to the current owner’s email. Kindly take note that only the current owner can perform account ownership transfer.

2. Mouse over to the Company Name in the upper right corner and click on My Companies in the dropdown selections.

3. In the My Companies screen, notice that only 1 company’s Transfer Ownership button (which is currently owned by [email protected]) is lit and clickable. Even though current email also has the access to other 2 companies, user cannot perform ownership transfer for them because current email is not the owner of the other 2 companies, therefore the Transfer Ownership button is dimmed.

4. Click on the Transfer Ownership button and the transfer ownership windows box will prompt. Click on the email field and selects the new email from the dropdown list. Click on Transfer complete the process.

5. A successful message will prompt upon successfully transfer account ownership on Cloud Payroll.