Change Account Owner

The article provides a comprehensive guide on changing the Account Owner in BambooHR. It outlines that only the current Account Owner can perform this action, and if they are unavailable, support must be contacted. The process begins in the Settings under Account Info, where the current owner can select a new owner from a drop-down menu, provided the new owner has Full Admin access. Once the change is made, the former owner will retain only Full Admin access and will lose certain privileges. The new owner will receive notifications regarding accounts payable contacts and can update them as needed. If the Account Owner is unreachable, support can assist, although verification may delay the process. Additionally, personalized training sessions are offered to help new owners navigate their responsibilities effectively.

Jul 8, 2026
Knowledge

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How do I change the Account Owner?

Purpose: To show how you, as the current Account Owner, can reassign the Account Owner role to someone else.

Only the Account Owner can complete this action within BambooHR. A full admin, primary administrator, or user with a custom access level cannot do this on their own. If your Account Owner is no longer with the company, you must reach out to our Support team.

Table of Contents

Settings
Change the Account Owner
Review Your Accounts Payable emails
What if the Account Owner is no longer with the company?

Settings

In Settings, navigate to Account > Account Info. Next to "Account Owner," click the arrow and select Change Account Owner.

The Change link is only available to the current Account Owner. Once they change ownership, only the new Account Owner can access the Change link.

Change the Account Owner

From the drop-down menu, select the new Account Owner and then click Update Account Owner.

Only current Full Admin users will appear in the drop-down menu. If the new Account Owner is not listed, you will need to change their access to Full Admin access before you can select them from the dropdown menu.

Once you change the Account Owner, you will no longer have access to the entire account, including the Account page in Settings. Instead, you will have Full Admin access. You can learn about the differences between the Account Owner and the Full Admin user here.

Also, you will not be able to upgrade, downgrade, or change billing information.

Review Your Accounts Payable emails

When you change the Account Owner, the new Account Owner will receive an automated email notification that informs them about the account payable contacts saved on file and how they can update those contacts or the billing contacts (if needed).

Clicking Update Accounts Payable Emails will open the modal for editing APC emails, and clicking Update Billing Contacts will open the modal for editing billing contacts.

What if the Account Owner is no longer with the company?

If you are no longer able to contact the Account Owner, our support heroes can help you make that change. We take the security of your data very seriously, so there are verification processes we follow. Because of this, the process may take several business days.

"We’ve recently had a change in account ownership, and getting up to speed on BambooHR has been a bit overwhelming. Without a clear understanding of how everything is set up, it’s difficult to confidently manage processes, make updates, and ensure we’re using the system effectively. I’m concerned we may not be taking full advantage of the platform or could unintentionally disrupt existing workflows. We need a way to quickly get oriented and feel confident managing our account moving forward."

Our Solution: Our BambooHR Services team offers personalized 1:1 training sessions designed to get new account owners up to speed quickly. We will walk you through your system setup, answer your questions, and provide guidance tailored to your organization so you can confidently manage your account and make the most of everything BambooHR has to offer.

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