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Transfer brightwheel account ownership

[For Admins] Learn how to transfer ownership of a brightwheel account to a new owner.

Written by Audrey
Updated this week

The brightwheel account owner is responsible for managing subscription-related emails and appears on parent billing emails. When changes in ownership occur at a program, brightwheel is here to help.

A transfer in ownership is needed when:

  • Your program has a new director/admin that needs to receive subscription, admission, and billing communications to their email address

  • Your program has been sold to/acquired by a new owner and they need to change their subscription payment info and their bank account for tuition payments

Follow the steps below and our team will make the updates for you.


How to request an ownership transfer

To request an ownership transfer, contact the brightwheel Support Team. You can expect to hear back from us within 2 business days.

In brightwheel, the Admin role is the highest level of access for staff members. Only an Admin can be designated as the account owner.

Once the new owner is listed, you may need to remove former administrators or update staff roles to Admin to ensure proper account management.

Brightwheel ensures that all school data remains intact when the schools owner's email is updated to the new owner’s email.


Types of transfers

When requesting to transfer ownership, you can select from two options:

Transfer legal ownership of program after sale

You will be asked to provide the new owner’s name and email address as well as the day the program will transition to them.

Update program owner's email address

You will be asked to confirm that you want emails about subscriptions, admission and billing to go to a new account owner. You will also need to provide the name of the new account owner/admin.

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