How to Change Account Ownership

Account ownership changes can be made in Homebase logged in as the current owner.

There is also a process to recover account ownership in the wake of unforeseen circumstances where the current owner cannot access their profile to make the change.

Note: For security purposes, beginning 10/03/2025 account ownership can only be transferred to an existing active (not terminated) team member. This means if the person who you want to transfer your account to is not on your team, you must add them in Team < Add team with an email address they have access to.

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Changing Ownership as the Current Owner

Note: Ownership can only be transferred to an existing active team member on your Homebase account. Before beginning this process, make sure you have added the future owner as a team member on the Team page.

1. Go to Settings on the left side of your screen.
2. Click Basic Info under Location Details.
3. Click the Blue Pencil Icon to the right of the Account Owner's name.
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4. Click Send me and email on the window that pops up.
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5. Click Verify Ownership in the email sent to the email address associated with your Homebase account.
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6. Choose the active Team Member on your account who you would like to transfer ownership to from the dropdown. Then click Submit.
7. Click Yes, I agree on the verification pop-up.
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8. The ownership has been transferred and your personal access will revert to the highest Permission Level available for the location's current plan.

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Changing Ownership as a Non-Owner

If you're not the current owner or can't log in as the owner there are ways to verify your account ownership. This includes sending documentation to our support team via email.

1. As a Manager or GM, go to Settings.
2. Click Basic Info under Location Details.
3. Click the Blue Pencil Icon to the right of the Account Owner's name.
4. Click Send me an email on the pop-up.
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5. You will receive an email from our Customer Success Team informing you of the exact documentation to reply with that will help verify ownership of the account.