ShareFile

Reassign account owner

The account owner is an administrator whose skills and experience allow for greater permissions and who maintains all user permissions available on the account. It cannot be deleted by any other user. If an account feature is added to the account, the account owner automatically has access to the feature. Any other users must be granted access as desired by the account owner.

All subsequent access to the customer’s account is managed by the account owner or administrators designated by the account owner.

To change the account owner for an account:

  1. Navigate to Account settings > Admin Overview.
  2. Under Account Owner, select Reassign account owner.
  3. Use “Search existing employees” to locate the new account owner then select Assign New Account Owner.

NOTES:

  • The Reassign account owner option is only available to the current account owner.
  • The new account owner must be an employee user on the account, and that employee user must have signed in at least once using their regular password.

  • Changing the Account Owner does not update the Billing Contact.

  • Changing the Account Owner does not automatically assign that new Account Owner to the Super User Group. If the new Account Owner requires full control and access (Download, Upload, Delete, Admin) to all new and existing folders within a ShareFile account, please don’t forget to add them to the Super User Group.

  • Please note that our system cannot reassign the account owner role to someone who has logged into the account using Single Sign-On since user creation and has never used their regular password. They will be required to sign in at least once using their regular password.

If the current account owner is not available to place this request, contact ShareFile Support.

Reassign account owner

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