How to change the ownership of an account

Modified on Thu, 24 Jun, 2021 at 3:38 PM

In Clear Books you can update the main user of the account. The main user has ownership of the account. 

Step 1.


Navigate to Home > Manage Users.


Step 2.


Click on the  beside the user that you would like to update as the main user.


Step 3.


Select your new role in the drop-down box and hit the Transfer button to complete.



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