Transfer Ownership or Delete the Organization

Transfer or delete the organization on the Ownership & Deletion page in Settings. Only the owner sees that entry.

Transfer ownership to a member

Use this when another member takes over the organization.

1. In Settings, select Ownership & Deletion.
2. In the New owner field, choose a member. The list holds every member except you.
3. Click Transfer ownership.
4. In the confirmation, type TRANSFER.
5. Click Transfer organization.

The new owner now owns the organization. Opening Ownership & Deletion again returns you to Settings.

The new owner gets the admin role, and your role does not change. Roles are covered in roles and permissions.

On Team, the owner sees a crown icon on each other member's row. The crown opens a dialog, and its Transfer ownership button runs the same transfer.

Delete the organization

Deleting cancels every subscription that has not ended, including metered add-ons, and then marks the organization as deleted. It also releases the organization's phone numbers, deletes its call recordings, transcripts and text history from Twilio, and revokes its Google and QuickBooks access. Billing history stays with Stripe.

1. On Ownership & Deletion, click Delete organization in the Delete Organization section.
2. In the Delete Organization dialog, type DELETE.
3. Type your password in Password.
   • With two-factor authentication on, also type the six-digit code from your authenticator app.
4. Click Delete organization.
   • If a cancellation fails, the organization is not deleted. Subscriptions cancelled before the failure stay cancelled.

You return to the main dashboard.

Who can use this page

• Owner: Sees Ownership & Deletion in Settings and can transfer or delete the organization.
• Other members: The page sends them back to Settings. Full team access does not allow a transfer.