Add or Remove Users

Depending on your role, you can add users, remove users, or transfer ownership of an account. 


Remove User Add User Transfer Account Ownership
Owner
Member

To review your current role or manage these settings, click your account name in the top right corner, then Business Information, and then Users in the sidebar.  

Add a user

To add a user to your account:

  • Navigate to Users
  • Click the Add User button in the upper right corner. 
  • Input the user's email address into the prompt and click Save User. A registration email is sent to new users so they can configure their login information. In contrast, a confirmation email is sent to users whose email address is already associated with a Privy account. The confirmation will prompt them to log in with their existing credentials and allow them to toggle between each account moving forward.

Remove a user

To remove a user from your account:

  • Navigate to Users
  • Click the Delete() button next to the desired user.
  • Confirm your decision by clicking Remove in the prompt. Once removed, the user(s) will no longer have access to log in to or toggle to your Privy account. If the removed user initially linked another account (e.g., Mailchimp) to Privy, those accounts will need to be removed and re-added via your Linked Accounts integration settings. 

Note: Other users cannot remove an account owner. The owner must transfer ownership to another user in the account before they can be removed. 

Transfer account ownership

To transfer ownership of an account:

  • Navigate to Users
  • Click the Transfer Owner button next to the user you'd like to make owner.
  • Confirm your decision by clicking Transfer in the prompt. The account is now assigned to that user. They will receive any account-specific communications from Privy, and the Privy Support Team will defer to them on matters of account management. The ownership of each of your subaccounts is reviewable in My Plans & Billing

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us