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How to Change the Portal owner

Estimated reading: 2 minutes 218 views

You can transfer ownership of your Zoho SalesIQ portal at any time to another operator with the administrator role.

Before you start

If you don’t currently have another operator with the administrator role, either promote an existing operator to administrator or add a new operator with that role first.

How to change the portal owner

  1. Go to Settings > Company info and click the profile icon in the top-right corner to see the current portal owner.
  2. Click Choose an administrator on the right side of the page.
  1. All operators with the administrator role are listed; select the one you want to make the new owner.
  1. A confirmation message appears; click Change to confirm.

Tips

  • Make sure the new owner has full administrator rights before transferring ownership.
  • Only administrators appear in the list of eligible users.
  • Review user roles regularly to keep your portal access secure.

Frequently asked questions

Who can become the new portal owner?

Only an operator who already has the administrator role, or one you promote to administrator first.

Can I see who the current portal owner is?

Yes, go to Settings > Company info and click the profile icon in the top-right corner.

Need help?

Need help managing portal ownership in Zoho SalesIQ? Contact support@thoughtlogik.com or see our Zoho implementation services.

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