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How Do I Change the Owner of a Team?

Playbook365 Teams management interface showing team details and location fields.

The team owner (customer) is the account responsible for managing the team. Administrators can update the team owner at any time from the Teams page.

Navigating to the Team

  1. Click the Teams tab at the top of the page or from the left navigation
  2. This opens the Teams listing page
  3. Locate the team you want to update

Editing the Team

  1. Hover over the team row
  2. Click the Edit (blue pencil icon)
  3. This opens the Team Edit window

Changing the Team Owner

  1. Locate the Customer field in the edit window
  2. Click into the field to open the dropdown
  3. Start typing the name or email of the new owner
  4. Select the correct account from the list
  5. If the account does not exist, you can create a new customer

Saving the Changes

  1. Click the green Finish button
  2. The selected customer is now the new team owner

Updating Other Team Details (Optional)

While in the edit window, you can also update:

  • Team name
  • Division or subdivision
  • Sport
  • Logo
  • Points
    Be sure to click Finish to save any changes

Reverting Changes

If the wrong owner is selected:

  1. Click the Edit (pencil icon) again
  2. Search for the correct customer
  3. Select the correct account
  4. Click Finish to save

Tips

  • Ensure the new owner already has an account in the system for faster updates
  • Double-check the selected customer before saving
  • This change updates who controls and manages the team going forward