Changing Login Credentials on account

Here are the steps to change the login credentials for your account:

1. Invite the new user or email address to your workspace (go to your user icon in the top right, click on "Users" - Then invite the new user to the workspace.  If you'd like, you can invite the new user as an "Administrator")
2.  If you want this new users to be the "Owner" on the account, just message us back after the new user has accepted the invitation to join the workspace, and I can get the account ownership switched over to them.
3. If you want to remain the "Owner" on the account and just assign the license to the new user so they can do takeoffs then you can do this on your own.  Once the user has accepted the invite to join the workspace, you can go back to your user setting and change the license on your user to "Not Assigned."  Then you can change the license for the new user to "Pro" - and this will allow them to use the license.

Feel free to reach out if you need any assistance with this.  We'll be happy to help.

Thanks,

Updated on: 30/04/2026