Account ownership transfer and account recovery

Navigating account transfers and recovery can feel complicated; whether you’re passing the torch to a new team lead or regaining access after a hiccup, these steps can help streamline the process.

Account ownership transfer

TalkBox designates users with an Owner role with permission to manage other users.

If you’re a current Owner, here’s how to transfer ownership:

1. Click on ⚙Settings → Users
2. If the desired new account owner isn’t already part of your team, invite them by creating a new user and assign them an Owner role
3. Once they’ve accepted the invitation and confirmed login, you can coordinate removing your own user if no longer required.

For the new owner:

1. They will need to accept the user invitation email from TalkBox.
2. Once they have accepted the invitation, they will need to enable multi-factor authentication
3. Once logged in, they can navigate to Account Settings to check or update business information.
4. Review the current users, removing any stale users as needed

Find out more
– Good practice for user management
– Understand user roles
– Enabling multi-factor authentication

Account Recovery: What If Access Is Lost?

If you’re unable to access an Owner’s email address tied to your TalkBox account:

1. Your IT system admin should either recreate the original email address user and resend a password reset link, or set up the email address as an alias.
2. If that’s not an option, reach out to our support team for recovery assistance.