How to Change Account Owner Insightly

Updated on:

May 13, 2026

By:

Use this interactive demo to learn how to transfer account ownership in Insightly CRM.

Quick summary

Changing the account owner in Insightly CRM transfers primary administrative control to another team member. This process is completed through the Billing & Account settings in just a few steps.

Steps

Access account settings to manage team permissions from the main navigation.
Navigate to Billing & Account to manage subscription details and user roles.
In the Account section, review who currently holds primary control over your Insightly instance.
Click the drop-down arrow to open the ownership transfer options and assign leadership responsibilities.
Search for a team member to transfer ownership privileges and administrative rights to.
Click Change Account Owner to confirm and complete the transfer.

📌 Why this matters

Transferring account ownership in Insightly CRM is a critical administrative task when team leadership changes, employees leave, or responsibilities are restructured. Having clear control over account owner permissions ensures the right person holds administrative rights, billing access, and data governance responsibilities. Without a straightforward ownership transfer process, organizations risk losing access to key CRM settings or creating compliance gaps. Insightly's built-in account owner management feature makes this transition seamless and auditable directly from the Billing & Account settings.

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