The owner of Lookback Orgs on the Starter, Pro, Team and Insights Hub Plans can transfer ownership to another member of your Lookback Org if necessary (i.e. employment is ending, job role change, etc.).

Transfer ownership

Please note in order to transfer ownership to someone else in your org the new owner needs to be listed on the Members page.

If the new owner is not a member of your Lookback org yet, please invite them first. 

To transfer ownership, the current owner can:

  • Click the drop down menu, on the top right corner of your dashboard.
  • Click Organization settings. 
  • Scroll down to Transfer Ownership
  • Click Set a new owner.
  • Click on the name of the new owner.
  • Click Transfer to...
    You're done!

The new owner will receive an email confirmation from Lookback confirming the transfer of ownership.

The previous owner will now be listed as an Observer in the case of Starter and Pro Plans or a just a normal member in the case of Team and Insights Hub Plans.

The previous owner can also choose to 'Leave Organization' (ie: remove themselves from the Lookback Org completely), by going to the Members Page and clicking 'Leave' beside their name.

Account owner left the organization/company

For security and privacy reasons we can not transfer ownership without the original account owner's permission. 

If the account owner is no longer employed at your company and used a company email to set up the account, you can log in using their login credentials and update your org's information or reset their password. You may need to reach out to your IT department for access to the former employee's company email inbox.

Once you've gained access to the former employee's inbox, you can follow the steps above to transfer account ownership and remove the former employee from the org. 

Please note if you are unable to gain access to the former employee's email inbox, you can create a new org account in Lookback.

ProTip! Use a secured shared password and account information tool such as 1password or make sure the account ownership is transferred prior to the employee leaving your company.

Please contact us if you have any questions. We're happy to help!


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