Setup & Integrations

Transfer business ownership

You can request that another member of your Hellotext business receive the Owner role. The request requires the current owner’s account password and the recipient’s acceptance; opening the form does not change permissions.

Check access before treating the handover as finished. Currently, accepting the request grants the recipient the Owner role but does not automatically revoke that role from the previous owner. If only the new person should retain ownership, check both roles and coordinate removal of the previous access with Hellotext support. Do not assume that the email or acceptance completes an exclusive handover.

Choose the correct business and agree on the change with the recipient. They must already appear in Members. If they have not joined the business, invite them first and wait for them to join; a pending team invitation does not replace an ownership request. Check their name and email to avoid choosing someone else.

For this flow, sign in with the account that has the Owner role in that business and a confirmed email. Administrator and Owner are different roles; seeing a menu option does not prove that your account can perform it. The request changes business permissions, not the recipient’s account password or identity.

Transferring ownership

1. Select the recipient. Open Settings > Teams > Members. Open the three dots on the right of the chosen person’s row and select Transfer ownership. Use Members, rather than the tab for working teams or conversation assignment.

The following real menu was opened on Lucía Méndez, an existing fictional member. All its options are visible; opening Transfer ownership only displays the confirmation. No request was created or sent for this demonstration.

Real fictional member menu with Transfer ownership and all other options visible.
Opening control; no request created or sent.

2. Review the confirmation. Check the business name and recipient before entering your current Hellotext password. Continue confirms the request; Cancel closes the form without starting it. Do not share your password with the recipient.

The following form is for the fictional business named Enterprise and Lucía Méndez; Enterprise is the business name, not a statement about its plan. The password is empty and Continue remains disabled. This is not a pending or accepted transfer.

Real Enterprise and Lucía Méndez confirmation with empty password, disabled Continue and Cancel.
Form opened without a password or submission; no pending transfer.

3. Wait for the recipient to accept the request. If you confirm with the correct password, Hellotext creates a pending request and prepares its email to the selected member’s address. A pending request does not guarantee that the email has arrived. Receiving or opening the message does not itself grant ownership.

The recipient must open the invitation using the account for that email, have it confirmed and explicitly accept the request for that business. A new request’s link expires one week after it is created; another account, an expired link or a canceled request cannot accept that request.

4. Check roles and complete the access handover. After acceptance, return to Members and check that the selected person has Owner. Also check the previous account’s role and access: current acceptance does not remove them automatically. Rows already marked Owner do not offer the ordinary menu for removing members. If you need to remove that ownership or complete an exclusive handover, contact support before considering the change finished.

To cancel or correct a pending request: open the recipient’s three dots, select Cancel Transfer Ownership and confirm cancellation in its form. Closing that confirmation does not cancel the request. Canceling a request while it is pending prevents acceptance; it does not undo an Owner role already granted.

Check the state before requesting the change again. A new request replaces the business’s previous ownership requests, so do not send them to several people as if they were independent. The pending transfer label can remain after the link has expired; do not treat it as proof that acceptance is still possible. If an email does not arrive, a link expires or the confirmation response is uncertain, check the recipient, roles and existing request before repeating it.

For help, share the public business ID, the accounts’ email addresses, the step, exact notice, date and time. Do not send passwords or the private invitation link or token to support.

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