How do I change the account owner of our program?

 

The account owner within Good Grants is:

  • the person who will receive reminders for subscription renewal and invoices
  • the person who can update account details within the billing portal
  • the person who can remove manager access from a user
  • the person who can instruct us to make changes to your plan or account

If the current account owner is still with your business

Please have the current account owner update the account owner via the billing portal.

  1. Click your name in the top righthand corner of the page and select Billing 
    Good Grants billing in Profile drop-down.png
  2. In the 'Account contacts' tab, hover your cursor over the listed account owner's name
  3. Click Change account owner 
    Account owner
  4. Click the drop-down menu and begin keying in the new account owner's name
    Note: the new owner must be added to the account as a grant manager prior to updating ownership. For instructions see our guide: My colleague requires manager access. Can I add them?
  5. Select the manager 
    Select new manager
  6. Save

To learn more, see Utilising the billing portal

If the current account owner is no longer with your business

For security reasons, we will need a formal request for account owner change on company letterhead, signed by the CEO or equivalent. This request should include the name and email address of the replacement owner. Please submit this via this form.

If you do not know who the current account owner is

Please get in touch with our help team via this form and we can let you know who the current account owner is.

 

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