How to Transfer Ownership of an OdataLink account: Difference between revisions

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= Overview =

In some cases, an organisation may engage independent consultants or developers to build a specialised custom reporting solution.

When the engagement is completed, or the project is finished, the ownership of the OdataLink ~~account~~ can be transferred by following the steps below

When the engagement is completed, or the project is finished, the ownership of the [[Account|OdataLink Account]] can be transferred by following the steps below

__NOTOC__

== Invite an Account Admin and a Billing Admin to your OdataLink account ==

# [[Inviting users to my account|~~'''~~Send an Invite~~'''~~]] to the emails/persons designated to be the Account's [[Users|Admin User]] and [[Users|Billing Admin]] for the account.

# [[Inviting users to my account|Send an Invite]] to the emails/persons designated to be the Account's [[Users|Admin User]] and [[Users|Billing Admin]] for the account.

# Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, [[Editing my account's details|~~'''Update~~ your account details~~'''~~]] and save the changes.

# Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, [[Editing my account's details|update your account details]] and save the changes.

# You can add shared mailboxes to [[Selecting_the_user_that_will_receive_invoices|'''~~recieve invoices~~''']] in Account/Subscription settings under '''''Invoice Recipients'''''.

# You can add shared mailboxes to [[Selecting_the_user_that_will_receive_invoices|recieve invoices]] by clicking on '''Manage Invoice Recipients''' button in Account/Subscription settings under '''''Invoice Recipients'''''.

== Remove and Revoke the Access of External Users ==

# Once the Account managers are invited to the account, they can [Revoking users access to my account|Revoke access of external users]] to the account.

# Once the Account managers are invited to the account, they can [[Revoking users access to my account|Revoke access of external users]] to the account.

# ~~The Account Ownership tranfer is completed~~.

# Remove all [[Removing IP addresses|IP Addresses]] belonging to the external users.

<br />

== Related Topics ==

[[Managing my account]]

[[Managing users]]

[[Configuring IP addresses]]

@@ Line 1: / Line 1: @@
 = Overview =
 In some cases, an organisation may engage independent consultants or developers to build a specialised custom reporting solution.
-When the engagement is completed, or the project is finished, the ownership of the OdataLink account can be transferred by following the steps below
+When the engagement is completed, or the project is finished, the ownership of the [[Account|OdataLink Account]] can be transferred by following the steps below
 __NOTOC__
 == Invite an Account Admin and a Billing Admin to your OdataLink account ==
-# [[Inviting users to my account|'''Send an Invite''']] to the emails/persons designated to be the Account's [[Users|Admin User]] and [[Users|Billing Admin]] for the account.
+# [[Inviting users to my account|Send an Invite]] to the emails/persons designated to be the Account's [[Users|Admin User]] and [[Users|Billing Admin]] for the account.
-# Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, [[Editing my account's details|'''Update your account details''']] and save the changes.
+# Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, [[Editing my account's details|update your account details]] and save the changes.
-# You can add shared mailboxes to [[Selecting_the_user_that_will_receive_invoices|'''recieve invoices''']] in Account/Subscription settings under '''''Invoice Recipients'''''.
+# You can add shared mailboxes to [[Selecting_the_user_that_will_receive_invoices|recieve invoices]] by clicking on '''Manage Invoice Recipients''' button in Account/Subscription settings under '''''Invoice Recipients'''''.
 == Remove and Revoke the Access of External Users ==
-# Once the Account managers are invited to the account, they can [Revoking users access to my account|Revoke access of external users]] to the account.
+# Once the Account managers are invited to the account, they can [[Revoking users access to my account|Revoke access of external users]] to the account.
-# The Account Ownership tranfer is completed.
+# Remove all [[Removing IP addresses|IP Addresses]] belonging to the external users.
+<br />
 == Related Topics ==
 [[Managing my account]]
 [[Managing users]]
+[[Configuring IP addresses]]