How to Transfer Ownership of an OdataLink account: Difference between revisions
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In some cases, an organisation may engage independent consultants or developers to build a specialised custom reporting solution. | 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 | 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__ | __NOTOC__ | ||
== Invite an Account Admin and a Billing Admin to your OdataLink account == | == Invite an Account Admin and a Billing Admin to your OdataLink account == | ||
# [[Inviting users to my 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| | # 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|''' | # 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 == | == 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. | ||
# Remove all [[Removing IP addresses|IP Addresses]] belonging to the external users. | # Remove all [[Removing IP addresses|IP Addresses]] belonging to the external users. | ||
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== Related Topics == | == Related Topics == | ||
Latest revision as of 01:54, 15 June 2026
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
Invite an Account Admin and a Billing Admin to your OdataLink account
- Send an Invite to the emails/persons designated to be the Account's Admin User and Billing Admin for the account.
- Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, update your account details and save the changes.
- You can add shared mailboxes to 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 Revoke access of external users to the account.
- Remove all IP Addresses belonging to the external users.