Transfer firm ownership

What this walkthrough covers

1. 1

   Two-factor authentication required

   Transferring ownership is a sensitive action — you need an active authenticator app or passkey on your account. If you don't see this notice, your MFA is enabled.

2. 2

   Pick the new owner

   Only admins of your firm appear here. Members must be promoted to admin first from the Members page before they can receive ownership.

3. 3

   Click Transfer ownership

   This opens the final confirmation dialog. You can still cancel — nothing changes until you confirm in the dialog.

4. 4

   Confirm the transfer

   The dialog warns that the transfer is irreversible. Read it carefully. Click Proceed to commit. You will be demoted to admin and the new owner will gain full control.

Related help articles

• Transfer firm ownership

  Hand over the firm owner role to another admin securely and irreversibly.

• Managing firm members

  Invite and remove colleagues, assign roles, and manage permissions.