Changing the Account Owner

Overview: These instructions will guide you through assigning a brand-new owner for your PDQ account. Only the current owner can transfer ownership of your PDQ account.

(If your new account owner already has access to your PDQ account, skip to Step 3 below.)

Step 1 - Invite the New Account Owner:

1. As the current account owner, log into your PDQ account at https://portal.pdq.com/ 
2. On the 'Team' page, click on 'invite someone'
3. Enter the email address of the person you would like to transfer ownership to. We encourage assigning a common inbox / departmental email address as the account owner.
    

   The email address you select must have an accessible mailbox.
   
   If you intend to use Single Sign-On or OIDC as a login method, this email address must not be an aliased account.

4. Click on 'Send Invite'
   
   An email invitation will be sent immediately to the email address you entered.

Step 2 - Accept the Invitation:

1. Locate the invitation email from PDQ
2. Click the link to ‘Accept Invitation’
   If you already have an account associated with your email address, select the option to 'Log In' and use your existing account credentials.
3. You now have access to your team’s account

Step 3 - Assign the new Account Owner

1. On the 'Team' page, locate the user that needs their role updated
2. Click on 'Manage'
3. Edit the role by clicking on the drop-down menu below their name
4. Select 'Owner'
5. Click 'Save Changes'
   
   The new contact is now the owner of your account and the primary point of contact for your subscription!
   
   

If you are unable to change the account owner by following the steps above:

You will need to reach out to sales@pdq.com for PDQ to make a change on your behalf. We will need to validate both your identity and employment. To do that we follow a multiple step process. The first step involves us calling your business to validate your employment. Once we have validated your employment, the second step requires you to provide a notarized document; the document must contain the following information on your company letterhead: your identity, title, place of employment, and authorization for you to take ownership of the account.

This process can take multiple days, and we would encourage you to gain access using any of the methods provided previously.