Transferring the management of an Agendrix account from one owner to another can be necessary in a number of situations: company transfer (sale), change of management, or internal reorganization.
Whatever the reason, Agendrix makes it easy for you to transfer the Agendrix account to ensure a smooth transition, with no loss of data or disruption to services.
In this article, we'll guide you through the steps involved in transferring an Agendrix account to a new owner, while ensuring continuity of scheduling and employee management.
1- Create a profile for the new account administrator
The first step is to create a new user with the role of administrator for the new owner.
To create the new administrator's profile
Go to the “HR” tab
Click on the “Employees” submenu
Click on “Add employee”
Enter the required information (last name, first name, e-mail address)
Be sure to check the “Invite after profile creation” option
Click on “Continue”
In the “Role” section, choose the “Administrator” option
Select the position
Click on “Save".
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The person will then receive an invitation to their e-mail address and can accept it.
*Note that you must have an administrator role to create another administrator profile. If you do not have this role in Agendrix, please refer to the person to whom this role has been given.
2- Archive
Once the new administrator has accepted the invitation, you can archive your profile.
To do so;
Go to the “HR” tab
Click on the “Employees” submenu
Find your name in the list and click on the three dots to the right of it.
Select the “Archive” option
3- Modify payment information
Once the new administrator has taken over the role of Agendrix account administrator, he/she will be able to modify payment and billing information if necessary.
To do so, he/she must
Go to the “Billing” tab
Click on “Modify” under the payment method
Then enter the billing information
And select the payment method
