Managing team access and ownership transfer

Account and plan

Managing team access and ownership transfer

Invite named people within your plan's member allowance (1, 5, or 99), assign roles, grant mailbox access separately, and transfer ownership safely.

Before you start

Owner or Administrator role

Steps

Open Team and invite by email with a role; pending invitations reserve a seat and expire after seven days.
Grant mailbox access per mailbox; record sharing never grants message access.
Before deactivating someone, reassign their leads, opportunities, tasks, and rules.
To transfer ownership, send an ownership-transfer invitation; it grants no access until accepted and verified, then swaps atomically.

Expected result

Every person sees the company they are working in and only what their role allows.

If something goes wrong

Support can verify authority and recover an unavailable owner with an audit record.