Transfer B2Brouter account ownership

If you need to access an account or company that already exists in B2Brouter, you should not request a change to the account tax ID. In this case you must request an ownership transfer.

Difference from changing the tax ID

An ownership transfer is used to recover or request access to a company that is already linked to another user.

If what you need is to modify the tax identifier of your current account, see the guide How to change the account ID number.

When you need to request an ownership transfer

You should follow this process when:

• You have registered with a new email address.
• You are creating your company in B2Brouter.
• The system detects that the tax ID already exists and tells you that the identifier is already associated with another account.

If you are the owner and want to transfer the account

If you are the current owner and you can access the account, you do not need the process on this page. You can transfer ownership directly to another user of the account:

1. If the person is not a user of the account yet, add them first with the Add user option.
2. In the account settings, go to the Users section and open the user you want to transfer the account to.
3. Click Transfer ownership and confirm the request.

You also find Transfer ownership in the three-dot menu of the account, in the list of accounts. From there, you first choose the user.

The user receives an email and must accept the transfer. Until they accept it, nothing changes. In the meantime, the same menu shows the status of the transfer, where you can resend or delete the request.

When the user accepts, you are no longer the owner, but you remain a user of the account.

Note

Only the account owner can start this transfer. Users with the administrator role do not have this option.

How to request an ownership transfer

1. Sign up to B2Brouter with the new email address you want to use from now on.
2. Access the new account.
3. Create the company and enter the corresponding country and tax ID.
4. Click Continue.

If the tax ID already exists in B2Brouter, the system will tell you and show you the available options to recover or request ownership of the account.

If you recognise the email shown

If the screen shows part of the email address associated with the account and it is an address you know or can access:

1. Select Yes, it is mine or it belongs to a person known to me.
2. Click Request transfer of ownership.
3. Wait for the person who receives the notification to accept the transfer.

If you do not recognise the email or cannot access it

If you do not recognise the email address shown or you know it but cannot access it:

1. Select No, I do not recognise this email address.
2. In the Comment box, explain the reason for your request.
3. Use Upload file to attach the required documentation.
4. Click Contact to send the request to the support team.

Required documentation

You only need this documentation when you request the transfer without being the owner, with the No, I do not recognise this email address option. For the support team to validate the request, you must provide:

• The reason for the ownership transfer request.
• An image of the correct company tax ID.
• A copy of the applicant’s ID or identity document.

Note

If the account belongs to a sole trader, where the account’s tax ID is the person’s identity document, the two requested documents are the same one and it only needs to be provided once.

What happens next

Our support team reviews the information and documents provided. If everything is correct, they accept the request and you receive an email notification confirming that you now have access to the company.