How can I change the owner of my Complyfile account?

If you are logged in as the current owner (primary Administrator) and you wish to transfer ownership to someone else who is an Administrator of your team:

  • Go to your Admin dashboard.
  • Search for the co-administrator to whom you wish to transfer the account ownership.
  • Choose "Transfer ownership to this user."

Alternatively, if you are logged in as the current owner and just want to change the email address we have on file:

Go to the account details page, enter the new email address and click the "Done" button.

We'll email the current owner address with a confirmation link. Once you click that link, we'll finalize the update.

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