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Change the account owner or administrator

If you want to hand over the main UpSheets account to a new owner or administrator, update the existing account details in Settings rather than adding a separate organisation user. This keeps the same account access, linked users, and billing details. Changing your login email uses the same Profile tab flow.
1

Open Settings

Select Settings from the menu.
2

Update the profile details

On the Profile tab, replace the Name and E-Mail Address with the new owner’s details.Name changes save automatically. Changing the email address asks you to enter the current account password before it is saved.If you signed in with Google or Xero and never set a password, use Send me a reset link in the confirmation dialog, then create a password before completing the email change.
3

Ask the new owner to reset the password

Ask the new owner to open Reset your password and enter the new email address.
4

Create a new password

The new owner receives an email with a link to create a new password for the account.
5

Sign in as the new owner

After setting the password, the new owner can sign in and has full access to the account, including linked users and the payment method. They can then update these as needed.
To avoid repeating this process when staff change, use a generic account such as account@email.com or admin@email.com for the main UpSheets owner login.
If the previous owner has left and you cannot confirm the password, contact UpSheets support. Support can update the account email from the admin user screen.