An ‘Agency’ is created in our system whenever anyone signs up directly to Automattic for Agencies from agencies.automattic.com/signup.
Each agency has an ‘owner’, which is the account that first signed up for Automattic for Agencies and provided the agency details. Each agency may also have ‘team members’, who are invited to that agency by the ‘owner’. We have more information on inviting and managing team members here.
If the person who initially signed up for Automattic for Agencies and created the agency should no longer be classified as the owner, then ownership can be transferred to any other team member. This can be useful if a member of your team signed up initially to try out the platform, but you’re now planning to adopt it for daily use and want to ensure the correct person has the full privileges of the Agency Owner role.
To transfer ownership, the current agency owner can navigate to the Automattic for Agencies Dashboard > Team section and click on the three dot menu next to any team member. You’ll see an option to ‘transfer ownership’.
After confirming, the agency owner will become a ‘Team Member’, and the new Agency Owner will now have full permissions, including destructive actions.
