Leaving the company? Transfer your Expiration Reminder account to a new Owner for an easy transition.
If the Account Owner of your Expiration Reminder account is gearing up for greener pastures, now would be a good time to consider transferring account ownership of your Expiration Reminder account to a new Admin.
For security purposes, only those who are in Admin roles may takeover as the Account Owner. Transferring Ownership of the Expiration Reminder account will:
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Transfer Account Ownership to a different Admin User
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Transfer any records where the Account Owner was previously, to the new Account Owner
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Transfer any account owner notifications to the new Account Owner
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Billing details will also be transferred to the new Account Owner
To begin a transfer, you can access your "Users" page under the Security heading of your Account Settings.
Once you have accessed your Users page, the "Transfer Ownership" button can be found in the top-right corner.
You will be prompted to choose from a list of active Admin Users that can be an Owner of records in your Expiration Reminder account to make the new Account Owner. They will also be able to be an Owner of Records (a User detail option at their User page).
Make your selection for Account Owner and click "Transfer".
Both you and the new Account Owner will be notified via e-mail once the transfer has been completed.