In which cases is an account transfer necessary?
An account transfer can be implemented when the establishment has been purchased or taken over by a new owner, or when the account holder is no longer part of the establishment (departure, change of function, etc.).
How to create the new account owner's profile?
Go to the Team tab:
Click on Add a team member.
Enter the first name and last name.
Indicate their email address.
Select the establishment and team assignment.
Click on Save.
Discover how to complete the team member's profile aguidfend activate it by consulting the article: How to add an employee on Combo?
How to assign the owner role to the new account owner?
To change the account owner and transfer the role to the new owner, the current owner must contact the support team directly via the help bubble on their account. Only the support team can perform this modification.
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Only the current account owner can request an owner change.
If the owner is no longer part of the workforce and therefore cannot make the request, an administrator can do so in their place by providing an official document proving that the owner is no longer with the company or that the company has been taken over (employee departure certificate, company transfer certificate, official company letter, or any other official proof).
The former owner will automatically be downgraded to the administrator role when the owner changes.
How to deactivate the former owner's profile?
Go to the former owner's profile:
Go to Role and permissions.
Uncheck The employee can access their Combo account.
💡 Only the account owner can deactivate an administrator's profile