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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 this week

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

To request an ownership transfer, contact the brightwheel Support Team. If you haven't already, start a conversation with us using the steps below.

  1. Log in on the web

  2. Click the chat bubble in the bottom-right corner

  3. Under 'Create a ticket' select Contact brightwheel Support

  4. In the remaining fields, select be sure you select My Subscription
    > Update Account Ownership > and the type of transfer

  5. Finish the form and tap Create ticket

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


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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