Zoho Analytics lets you transfer account ownership when the Account Administrator steps down or no longer has access. Who's eligible to receive it depends on your plan:
- Basic plan. Any active user in your organisation.
- Standard plan and above. Any Organization Administrator in your organisation. (The Organization Administrator role doesn't exist on the Basic plan.)
Deactivated users are never eligible, on either plan. If the person you want to transfer to is currently deactivated, reactivate them first.
Transfer Ownership as the Current Account Administrator
Use this if you're the current Account Administrator, still have access, and either want to step away from the role or deliberately hand over full control to someone else.
- Go to Organization Settings, then General, then Organization Details.
- Click the Change Ownership link next to your own email address.
- In the Change Ownership dialog, select the new owner from the Choose New Account Admin drop-down. On Basic, this lists all active users; on Standard and above, it lists Organization Administrators only.
- Click Send Request.
The selected user receives a notification. To accept, they log in to their own account and click Accept on the transfer notification. Ownership transfers once they do.
Requesting an Ownership Transfer If the Account Admin No Longer Has Access
Use this if the current Account Administrator has left the organisation, lost their credentials, or has otherwise become inaccessible, so the self-service transfer above isn't an option.
- Write to support@zohoanalytics.com with details of your organisation and your relationship to the account.
- Zoho's support team verifies the request and assists with the ownership transfer.
If an Organization Administrator Has Left
This is a narrower case than transferring the Account Administrator role itself. All data owned by a departed Organization Administrator stays intact in your organisation, and the views they created transfer automatically to the Account Administrator. Once you've confirmed that transfer, it's safe to remove the user from your organisation.
One thing that doesn't transfer automatically: if the departed Organization Administrator had configured a Business Application Connector, ownership of that connector needs to be reassigned manually.
- Open the Advanced Analytics connector.
- Click Data Source to open the connector's settings.
- Click Take Ownership.
For a Zoho app connector, ownership transfers immediately. For a third-party app connector, you'll be prompted to log in before the transfer is confirmed.
Need help? 1 Cloud Consultants can help you transfer Zoho Analytics account ownership smoothly, including reassigning connectors an outgoing administrator had configured.
Book a discovery call with 1 Cloud Consultants.