Transfer brightwheel Account Ownership

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

Sabrina avatar
Written by Sabrina
Updated over a week ago

When changes in ownership occur at a program, brightwheel is here to help. There are two common scenarios where transferring ownership of a brightwheel account applies:

  • Your program has a new director/admin that needs to be listed as the owner in brightwheel's system so they 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 we’ll make the updates for you.


How to Request an Ownership Transfer

  1. Log in to your account

  2. Click the speech icon in the bottom right corner and Send us a message

  3. Select I need help using brightwheel and then Subscription updates

  4. Select Transfer ownership of account

  5. Choose what option best applies:

    1. 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. Your request will be sent to our team and you will hear back from us within 2 business days.

    2. 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. Our team will follow up to confirm completion of the transfer within 2 business days.

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