Steps for Assigning Zendesk Account to Current Customer
What should I do if the Assignee is a current Zendesk customer?
If the Assignee is a current Zendesk customer, you should not complete the Assignment Agreement. Instead, you should reach out to your Zendesk account executive for guidance on the next steps. This is also applicable if either the Assignor or Assignee is a Zendesk channel partner or has acquired a subscription through a Zendesk channel partner.
More related questions
How do I transfer ownership of my Zendesk account?
To transfer ownership of your Zendesk account, you need to execute an Assignment Agreement. This involves the current account holder (Assignor) and the new owner (Assignee) completing the necessary legal documentation. The Assignor must provide…
What information is needed to initiate a Zendesk account transfer?
To initiate a Zendesk account transfer, the Assignor must provide their Zendesk account executive with several key pieces of information. This includes the full legal name and contact information of the existing customer (Assignor), the full legal…
Can I change my company name on Zendesk without transferring ownership?
Yes, you can change your company name on Zendesk without transferring ownership. If your request involves a company name change, billing information update, or other changes to the existing account, you should contact your Zendesk account…
What is the role of Zendesk Legal in the account transfer process?
Zendesk Legal plays a crucial role in the account transfer process by reviewing and approving the Assignment Agreement. Once the Assignor provides the necessary information to their Zendesk account executive, the request is routed to Zendesk Legal….
How is the Assignment Agreement executed?
The Assignment Agreement is executed via DocuSign, a digital signature platform. Once Zendesk Legal approves the transfer request, the Zendesk account executive will send the Assignment Agreement to the contact email addresses provided by the…
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