How to change a shop owner

Step 1: Verify that the person emailing you is the current shop owner or is the school principal / head of the organization. 

Step 2: Search for the new shop owner in Customers to make sure they have an account. 

  • If they do have an account, proceed to the next step. 
  • If they don't have an account, request that they create one using the saved reply "Shop Owner Assignment"

Step 3: Make the new shop owner a power user. 

  • In their account, go to Customer Roles
  • Add new record -> Power User -> (Shop Name) -> Update

Step 4: Change the information in the Shop

  • Change the following information to the new shop owner
    • First Name
    • Last Name
    • Contact Email
    • Store Admin
  • If the Billing name and email address sections have the previous shop owner's information, replace with the new shop owner's information. Otherwise, leave as is. 
  • Click Save and Continue Edit. Double check that all of the information has been saved correctly. 

Step 5: Remove the Power User access from the old shop owner's account. 

Step 6: Inform the previous shop owner that you have made the change. 

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