Ownership transfer in the Users page

This article will walk you through the steps of transferring the ownership of your Cloudbeds account in the Users page to a new property owner.

The Property Owner is the person who signed up for your Cloudbeds account. They are the only user who can cancel or transfer ownership. No other property user can transfer the property ownership.

Overview

Transfer your Cloudbeds account ownership to a new owner if needed, easily and effectively. It is possible to transfer your Cloudbeds account, as well as your Organization ownership. Follow the steps described below to proceed, based on your specific requirement.

Transfer your Cloudbeds account ownership

Step 1 - Manage users
1. Make sure that existing users are disabled or have the correct permissions

Once the ownership is transferred, the new property owners should always review users, roles, and security pages.

Before and after changing the property owner username/email/ password, you must go through the Users, Roles, and Security pages and make sure that the necessary users are disabled or the permissions are limited according to new owner's wishes. We suggest you:

  1. Review the existing users: If needed, disable the users that should not have system access anymore. See this section to learn more.
  1. Review user's permissions in the Roles page: Make sure to review the option Delete Reservation under Reservation section and all the options under Sensitive and Personally Identifiable Information (PII) section.
  1. Access Security tab to disable the users that shouldn't have Credit Card Viewing Permissions anymore. For further information about the Security page, check this article.

Learn more about Users and Roles.

2. Make sure that the new property owner has a user created

To transfer the ownership of your Cloudbeds account, the system will ask you to search for an existing user. Meaning, the new owner needs to have a user created and verified.

  • If the new owner already has a user created, proceed with Step 2 (Ownership transfer) below
  • If the new owner doesn't have a user created, click here to learn how to create the new user

To proceed with the ownership transfer, the newly created user needs to have the account status as Verified as shown below. If it's not verified, it's not possible to proceed with the ownership transfer.

Step 2 - Ownership transfer

Important:

  • Before proceeding with the step below, if you are connected to any Marketplace App, you must first disconnect the apps and the new owner must later connect the apps again.
  • Only the current property owner can perform Property Ownership Transfer. No other user of the property can transfer property ownership.
  • The new property owner must have a user created and verified. Check Step 2 above for further details.
  • Account ownership transfer cannot be reversed.
  • When a property ownership is transferred:
    • The previous property owner will not be able to access Cloudbeds anymore. If needed, they would need to be added as a new property user again.
    • Both users (the previous and new property owner), if logged in, will be automatically logged out.
    • For security reasons, the new property owner needs to log in again to gain access as property owner.
  1. Access the Users page, and click on the Ownership Transfer of the Users tab
  2. Click on Transfer Property Owner

Only Property Owners will see the Ownership Transfer option in the Users page.

  1. Search for the New Property Owner (you can search by name or email address)
  2. Click on Continue
  1. The following warning will be displayed. If everything is correct, click on Confirm

Email notifications sent to users

  • The previous property owner will receive the following email:
Slack | mfd_core_release | Cloudbeds | 35 new items
  • The new property owner will receive the following email:
Slack | mfd_core_release | Cloudbeds | 35 new items
Step 3 - Review billing information
  • As a new property owner, ensure that your billing information and payment method are correct. Follow the steps in this article.
  • We do not currently offer a way for you to manually remove a payment method from your Billing account. Contact our Support Team for assistance.

Transfer your Organization's ownership

Step 1 - Review organization users

The Organization Owner is the first user registered in the system while creating an Organization. They are the only person who can cancel or transfer the ownership of the Organization group.

Learn more about Organizations.

Follow the steps below to transfer the ownership of your Organization account to somebody else, such as a new owner or new group:

  1. Every time an Organization gets a new owner, that owner should review the users and roles registered in this account. Follow the steps above to make sure that the organization users are disabled or have the correct permissions
  2. The user registered as an Organization Owner can only be modified by the Cloudbeds Team. To change the Organization Owner, reach out to our Support Team providing the details below.
Step 2 - Provide required details
  1. Send the official government photo identification (passport, driver's license, etc) from current and new Organization Owners.
  2. Inform the contact and email address of the person who will be assigned as the new Organization Owner.
  3. Inform our support if the billing details will remain the same. If they need to be changed, please specify the new details.
  4. Send the written approval (via email is fine) from each property owner within the Organization to change the Organization ownership to the new name and email address you specified.

Troubleshooting

If the previous owner is not available or the property owner's email address is incorrect
  • If you are the new owner of the property, and the previous owner did not follow the steps above, contact them and send them the link to this article.  
  • If the previous owner cannot be reached, or if the property owner email is incorrect, contact our Support Team and provide as much detail regarding the situation as possible. We will do our best to assist.
Transfer ownership without the previous owner's confirmation

To transfer ownership without confirming with the previous owner, you will need to provide the following information and send it to us at this email address support@cloudbeds.com:

  1. Your official government photo identification (passport, driver license, etc).
  2. The business license or ownership documentation showing the property/business is owned by the person in item #1 (could be a business license, property or business deed, business tax document, etc).
  3. Written approval (via email is fine) from the previous owner to change the account ownership to your name and the new email address that you have specified.
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