Transferring ownership

If the departing user connected shared accounts to Missive - team emails (support@, info@), a WhatsApp number, an SMS line, or social media pages - transfer those to another user before removal.

There is no single click to change ownership. The process depends on the account type.

Email accounts

For shared email accounts like support@ or info@, the new owner can re-connect the account themselves. Repeat the steps below for each shared email account the departing user connected.

1

Add the account under a new owner

The new owner adds the same account to their own Missive user and configures it with the same sharing settings. They will see the account listed twice under Shared accounts. New copies of emails are imported and merged into existing conversations - no duplication occurs.

circle-exclamation
2

Set the correct email history import

The new owner should select the same Email history import setting as the original account. If unsure, select All history.

3

Contact Missive support

Email support so the team can monitor the import progress and confirm the transfer.

4

Wait for confirmation

Missive support will confirm when it is safe to remove the previous owner's version of the account. Once confirmed, remove the old account - conversations and chat comments are preserved because the new copies remain.

WhatsApp, SMS, and social accounts

For WhatsApp numbers, SMS lines, and social pages, contact Missive support to transfer the account. If a new owner simply re-connects one of these accounts, the past message history won't come with it - only new messages from the reconnection point forward. The Missive team can transfer the account on the backend so the full message history is preserved.

Email support with:

  • The account type (WhatsApp, SMS, Facebook page, Instagram, etc.)

  • The phone number or page name

  • The Missive email of the new owner

Support will confirm when the transfer is complete and the departing user can be removed.

Final step

Once all accounts are transferred and support has confirmed, the departing user can be removed from the organization.

Last updated

gitbookPowered by GitBook