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Changing the Plan Owner on a SecureSafe Next Plan

This article applies to SecureSafe Next and is intended for plan members and administrators requesting a change of Plan Owner.

Overview

Every SecureSafe Next plan has a single Plan Owner who holds ultimate responsibility for the account. Ownership can be transferred to another user, but the transfer is handled by our Support team rather than through the product interface.

Before submitting a request, confirm that your plan meets all of the conditions below. Requests that do not meet these conditions cannot be processed and will be returned to you, which delays the transfer.

Before You Start

All four conditions must be satisfied.

  1. An existing plan is present in the system. The transfer applies to a live plan. Ownership cannot be assigned to a plan that has not yet been created or that has been closed.
  2. The plan has exactly one current Plan Owner. The system recognizes a single Plan Owner at any time. If the ownership status of your plan is unclear or appears to be in conflict, mention this in your request so Support can review it before proceeding.
  3. The new Plan Owner is an active user on that plan. The person taking over ownership must already be a member of the plan. If they are not yet a member, invite them to the plan and ensure their account is active before submitting the request.
  4. If the plan contains Team Safes, the new Plan Owner must be a member of every Team Safe in the plan. Review each Team Safe and add the incoming owner to any safe where they are not yet a member. A transfer cannot complete while the new owner is missing from one or more Team Safes.

Submitting the Request

Once you have confirmed that all four conditions are met, contact SecureSafe Support directly to request the ownership change. To help us process the transfer quickly, include the following in your message:

  • The name of the plan
  • The name and email address of the current Plan Owner
  • The name and email address of the intended new Plan Owner
  • Confirmation that the requirements above have been checked and are met

Support will verify the details and carry out the transfer. If any condition is not satisfied, Support will let you know what needs to be resolved before the change can go ahead.