HomeBroker AccountAccount OwnerChanging the Account Owner

14.1. Changing the Account Owner

Only the Account Owner may update the Account Owner for an Agency, and only one account owner may be assigned at a time.

To change the account owner:

  1. Go to the Admin menu
  2. Click the Owner Settings tab
  3. Click the Change Account Owner button
  4. Select the new Account Owner and press change

Note that this change is immediate. You will be returned to the dashboard and will no longer have access to the owner tab.

This page was: Helpful | Not Helpful