When you create an integrator.io account, you can invite other users to your account to administer, monitor, or manage your integrations. You can also transfer account ownership of your account to another user. If you transfer account ownership to another user, that user becomes the account owner. You can still manage the integrations in your account with full permissions after you transfer ownership, but the account owner will have the ability to modify or limit your permissions in the future.
To prevent the need to transfer account ownership when a user leaves your organization, we recommend having your IT department set up a generic email address that you can specify for the account owner, such as CeligoAdmin@yourcompany.com or firstname.lastname@example.org.
Note: See the Account management section of Security guidelines for integrator.io for security considerations for account owner profiles.
Determine your account status
Follow the steps below to determine your account status.
- Sign in to integrator.io.
- In the left navigation menu, click Account.
- The account owner's email address displays underneath the email address that you signed in with.
Follow the steps below to switch ownership of your account to another user.
- Sign in to integrator.io as an account owner.
- From the left navigation menu, select Account > Users.
- Find the user you want to transfer account ownership to.
- Click the down arrow next to the user's name (under Actions).
- Click Make account owner.
- Click Confirm on the Transfer Account Ownership window.
Note: You can transfer ownership of an account only to someone who is not a user of any other accounts. If you attempt to transfer ownership of your account to another person who is the user of another integrator.io account, you will receive an error message that reads, "Cannot transfer account ownership to selected user as he is part of multiple organizations". To resolve this error, instruct the other account owner to remove the user.
The user will receive an email with an invitation to become the account owner and instructions on how to accept. After the user accepts account ownership, you will receive a confirmation that the account ownership transfer was successful.
Note: When you make someone else the owner of your account, you become a manager by default (meaning that you are a user with full permissions to modify integrations within the account). The new account owner can modify your permissions.
The email address associated with the admin account is deactivated or no longer accessible
For security reasons, integrator.io uses an email address as the unique identifier for proof that a user owns the account. If you are unable to log into integrator.io with an email address that is the current admin account, use the following steps:
- Navigate to the integrator.io Sign in page.
- Enter the admin email address.
- Click Forgot password?.
integrator.io sends an email link to the email address that allows the owner to reset the password.
- If you can reach the owner of the address, ask the owner to forward you the email link so that you can reset the password and log in as the admin.
- If the email address has been deactivated or you are unable to reach the owner of the admin email address, in most circumstances, your email provider admin can reactivate a specific user's account so that you have access to their account. Contact your IT Department or submit a request to your email provider requesting that they reactivate the email address associated with the admin license long enough for you to retrieve the password reset email link.
Once you have access to the admin account, follow the steps to transfer account ownership.
Visit Support right after you become an account owner
After account ownership has been transferred to your account, navigate to the support page to verify that you have access to knowledge base articles and our support team.
- In integrator.io, from the left navigation menu, click Help.
- Choose Help center or Submit a ticket.
- There should not be any jobs with errors. You must resolve all the errors that might appear at the integration or flow level.
- If a stack has been shared with the user, you must ensure that the stack has been shared with the user to whom the integration is being transferred to.
- Disable all shared integrations and shared connections.
If the above steps fail, please submit a ticket. If Submit a ticket does not work (which can happen due to the account ownership not being assigned correctly), send an email to email@example.com.