How do I transfer account ownership?

Transferring the ownership of an account is easy.

  • Log into Paytron

  • Click on “Setup” from the left sidebar menu

  • Click on “Account” from the dropdown menu.

  • Click “Edit” on the Account Owner widget.

  • Select “new account owner” from the dropdown menu.

  • Select a role to assign yourself a new role from the dropdown menu.

  • Click “Transfer”.


  • You will only see account information if you are an owner of a business

  • Ensure to invite the new Owner before changing ownership, as they will be to be an option in the dropdown menu.