Transferring ownership of your Testlify account allows a new owner to manage settings, users, and assessments seamlessly. This allows an existing owner to delegate responsibility to another team member or admin. Here’s how to do it:
Step-by-Step Guide
Go to Settings:
Log in to your Testlify account and navigate to the Settings section, typically found in the sidebar or account dropdown menu.
Access Users:
In the Settings menu, select the Users tab. This section lists all current members of your workspace.
Select the New Owner:
Existing User: If the person you want to make the owner is already a user in your workspace:
Locate their name in the list.
Click on the three dots next to their name to open a dropdown menu.
Adding a New User: If you need to add someone who isn't currently in the workspace:
Click on the Add User button.
Fill in their details (name and email) and send them an invitation to join your workspace.
Assign Owner Role:
After selecting the user (either existing or newly added), click on the three dots next to their name again.
From the dropdown menu, choose Change Role.
In the role options, select Owner.
Confirm the Change:
Once you select Owner, the chosen user will instantly gain ownership status in the workspace. They will now have full administrative rights, including the ability to manage users, adjust settings, and access all data related to the workspace.
Important Notes
Impact of Ownership Transfer: Transferring ownership means the new owner will have full access to manage the workspace and all its features. Be sure to communicate this change to your team.
By following these steps, you can efficiently manage workspace ownership within Testlify, ensuring the right team members have the necessary access and authority to perform their roles effectively.