In Settings → Team, one live person carries an Owner badge. That is a flag on an Admin, not a third role. The Owner cannot be archived or demoted in place. Transfer is deliberate so a business is never permanently locked to one unreachable login.
Transfer to a live Admin
- Invite or promote the successor so they are a live Admin (accepted, not Standard, not archived).
- As the current Owner, open Settings → Team. Only that person sees Make owner.
- On the successor’s row, press Make owner.
- Confirm: “Transfer ownership to this Admin? You remain an Admin.”
Success reads “{name} is now the Owner. You remain an Admin.” The new Owner can invite, halt sending, issue API keys, and transfer again later. You keep Admin powers; you lose the Owner badge. Billing stays with the subscribed business — treat the Owner seat as the person who can recover the account.
Archive staff without transferring
- As an Admin, open Settings → Team.
- On a non-owner row, press Archive.
- Confirm: “Archive this person? They lose access; history stays.”
The product then says they were archived and can be invited again later. Their scheduled-report destinations are removed. A report that was already authorised to send may still complete; future deliveries do not. You cannot archive the Owner, and you cannot archive yourself — ask another Admin.
There is no separate “reactivate” button. To restore access, send a new invite to the same email from Invite someone.
If something goes wrong
- “Only the current Owner can transfer ownership”: sign in as the Owner, or have them run the steps.
- “Ownership can only move to an Admin. Promote them first.”: Save role to Admin, then try again.
- “The Owner cannot be archived. Transfer ownership first.”
- If the Owner is unreachable and no other Admin exists, contact support. Do not look for a bypass in the product.
What this will not do
- You cannot delete the Owner row to “clean up” the list.
- You cannot transfer to a Standard user, a pending invite, or an archived membership.
- This page does not document internal staff recovery tools.