Go to Admin > Account Settings > Owner Settings

The account owner is a type of administrator. The account name is associated with this person's name, usually the person who created the account. There can only be one account owner; however, account ownership can be reassigned by the account owner to another administrator if needed. The account owner has access to areas of Zaidesk Support that other administrators do not, such as invoicing, payment options, and bench marking for the account.

Change Account Ownership

Account ownership can be changed by administrator to other administrator. The method you choose to change the account owner depends on whether the account owner is still available, or if they have left the organization. You must be the current account owner to make this change and you can only have one account owner at a time. Only the current account owner can transfer ownership to another user. When the current owner is still available, transferring ownership is simple. By setting another administrator to the account owner role, the previous account owner loses access to all subscription-related pages such as Invoices and Payment. To transfer ownership to a different administrator, the new owner must be a current administrator on the account.

To transfer ownership to a current administrator

1. Go to Admin > Account Settings > Owner Settings.
2. Select an administrator from the Account Owner drop-down list. You must have at least one other administrator to see the list.                         
3. Click Submit.
4. Ownership changed email notification is sent to the new account owner email address. (Ownership changed email notification template can be modified Go to Admin > Email > Templates - > owner_ship > Click on Edit Template)

Asking Zaidesk to change the account owner

If the current owner is no longer available, i.e owner has left the organization.  Zaidesk can make the change for you following a quick security measure. Send a written request in PDF format to support@Zaidesk.com including:

1. The account subdomain
2. The name and email address of the current account owner.
3. The name and email address of the new account owner
4. The last four digits of the credit card number on file
5. The billing address of the credit card on file

Include the above information in a letter on your company letterhead, signed by a manager at your organization. If your company doesn't have a letterhead, please be sure to include your company's mailing address and phone number in the letter. Also, the request needs to come from an email address in the company's domain.

To find the account owner

In Zaidesk Support, click the Admin > Agents and Agents list will appear. The agent who is the account owner will have an Administrator (Owner) role.

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Go to Admin > Account Settings > Plan Settings

This page will allow you to choose if you want to be billed monthly or annually. If you are in the middle of a billing cycle this change will not be processed until the start of your next billing cycle. This means that if you decide to change from an annual subscription to a monthly subscription a month into your first year, that change will not take effect for another eleven months.

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