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Change the Team Owner

Review the requirements and follow the steps to transfer the Owner role to another team member.

The current team Owner can transfer the Owner role to another team member.

Before changing the Owner

  • Only the current team Owner can change the Owner.

  • The Owner can be changed only when the team has at least two members.

  • On a paid plan, the team must have at least two licenses.

  • After the change, the former Owner's role is changed to Admin.

  • The new Owner must already be a member of the same team.

Change the Owner

  1. The current team Owner logs in to TimeRex and opens the Dashboard.

  2. Click the team name in the upper-left corner.

  3. Select the relevant team from the team list.

  4. Click Team Settings.

  5. Select Members from the menu, then click the name of the user who will become the new Owner.

  6. Change the role to Owner, then click Save changes.

    • If you want an Administrative Assistant or Assistant to become the new Owner but no licenses are available, only Administrative Assistant and Assistant can be selected as roles, so Owner cannot be selected.

      • Purchase an additional license to make Owner selectable.

      • Alternatively, temporarily transfer the Owner role to another member whose role consumes a license. Change the former Owner to a role that does not consume a license, then transfer the Owner role to the person who will actually become the new Owner.

Each team can have only one Owner. After the Owner is changed, the former Owner is automatically changed to Admin.

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