Change Portal Owner

Change Portal Owner

How to change the Zoho SalesIQ portal owner?

You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an administrator. You can also add a new operator with an administrator role.
  1. In the Settings > Company section, click on the link Change owner.


  1. You can see all the operator who has administrator role in that portal and select the required operator. Click Done.


  1. A confirmation message will be displayed, click Change. 
  • Only an existing Portal Owner can assign his ownership to another operator.
  • You cannot choose the opertor who owns another portal.

    • Related Articles

    • Portal owner and admin permissions

      Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings     Manage Subscriptions Y - Change Portal ...

    • Can I change the portal owner in Zoho Projects?

      Click Org Settings and then click Portal Settings to access your portal settings. Note: Only users with Admin role will be listed in the Select New Portal Owner drop-down. This updates the new portal owner. And the Portal Owner change is enabled only ...

    • How do I change my portal name in CRM Plus?

      You can change the portal name only if you are a CRM Plus Owner. To change the portal name: 1. Access the Admin Panel and click the Organization tab displayed on the left of the page. 2. Edit the portal name and update it with the new portal name.    ...

    • What is the difference between Owner and CRM Plus Administrator / Super Admin in CRM Plus?

      The Owner is the primary contact person in the organization. The Owner can manage all the core functions within CRM Plus as well as the affiliated applications and can also change the portal name and designate a new owner.  The CRM Plus Administrator ...

    • What happens if I change the portal associated to my Zoho CRM account?

      A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...