Change Account Owner in Wingify

As the account owner or admin, you can transfer ownership to another user on your account, as long as the user has main account access. 

In Wingify, you can change the account owner in the following two ways: 

1. Change the Account Owner Yourself, or
2. Request the Wingify Support Team to Change the Account Owner

Let’s look at how each option works. 

Change the Account Owner Yourself

Using the Accounts > Users section of your Wingify account, you can change the account owner:

1. The account owner or admin must log in to the Wingify account, not any other user.

2. An invited user cannot be made the owner of the account.

   Info: An invited user is someone who has been added to your account but not yet verified.
3. The user who will be the new account owner must already exist with the main account access. If the user does not exist, you must add a user following the instructions in this article.

If you are the existing owner of the account:

To change the ownership of your Wingify account, follow this:

1. Log in to your Wingify account.
2. Navigate to the Profile menu in the top-right corner and select Settings.
3. Go to Accounts > Users.
4. Click on the vertical ellipsis (⋮) icon corresponding to the user you wish to make the owner and choose the Make Owner option. 

5. To authenticate your request, click on Send Security Token.

   Info: Once you click on Send Security Token, a security token (an 8-digit OTP) with a 10-minute validity period is sent to your email address.

6. In the Security Token field, enter the security token received on the current account owner’s email address.

   Note: If you did not receive the security token or if it has expired, you can resend it using the Resend Security Token option. You can generate a maximum of 10 tokens in 24 hours.
7. To finalize your changes, click Confirm.

If you are the admin of the account:

To change the ownership of your Wingify account, follow this:

1. Log in to your Wingify account.
2. Navigate to the Profile menu in the top-right corner and select Settings.
3. Go to Accounts > Users.
4. Click on the vertical ellipsis (⋮) icon corresponding to the user you wish to make the owner and choose the Make Owner option. 

5. To authenticate your request, click on Send Approval Request.

   Info: Once you click on Send Approval Request, a link will be sent to the existing account owner's email address for approval.

   The change is processed once the existing owner approves the request by clicking on the link received on his registered email address.

Request the Wingify Support Team to Change the Account Owner

In situations where the current account owner cannot access the Wingify application for any reason or is no longer with your organization, Wingify offers a secure process to help transfer account ownership. To ensure the safety and integrity of your data, we follow a structured verification process.

Please follow the steps below to request a change in account ownership:

Send an email to Wingify Support

Please write to Wingify Support using a registered email ID associated with your Wingify account.

Your email must include:

• The email address of the user you want to make the new account owner.
• A valid method of ownership verification (choose from one of the options listed below).

Verification Methods (Choose One)

You may validate the ownership using any one of the following options:

• Option 1: Confirmation from Current Account Owner via email
• Option 2: Confirmation from Contract Signatory
• Option 3: Domain Ownership Validation
• Option 4: Validation by Client's Security/Compliance Team

Option 1: Confirmation from Current Account Owner via Email

If the current account owner is available over email, they can send a written confirmation from their registered email. Additionally, make sure to copy the current owner on the email and confirm that the new owner is already a user on the main account.

You can send the email along with any one of the following:

• A signed copy of the order form and the title of the latest campaign created in Wingify OR
• The first 4 and last 2 digits of the credit/debit card used for billing along with the latest campaign title OR
• A recent invoice and date of payment made to Wingify.

Option 2: Confirmation from Contract Signatory

If the account owner is unavailable, a company-authorized signatory (who signed the agreement or order form with Wingify) may send the request, along with the following documents:

• A copy of the signed order form
• A recent invoice for reference

Option 3: Domain Ownership Validation

In case written approvals are unavailable, domain-based validation may be used. You may be asked to do one of the following:

• Add a DNS TXT record to your domain integrated with Wingify. OR
• Upload a small HTML verification file to your live website integrated with Wingify.

Our support team will provide detailed instructions and a unique validation token for this process, if applicable. For more information, contact Wingify Support.

Option 4: Validation by Client's Security/Compliance Team

If the above options are not feasible, your organization’s Security or Compliance Team may send an email confirmation. In such cases, please share:

• A copy of the signed order form. OR
• Billing verification details as described above may be required.

Need more help?

If you have any questions or require assistance during the ownership transfer process, contact the Wingify Support team.