How to Transfer Ownership of an OdataLink account

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

1. Send an Invite to the emails/persons designated to be the Account's Admin User and Billing Admin for the account.
2. Once the Admin and Billing Admin have registered as Users in OdataLink dashboard, Update your account details and save the changes.
3. You can add shared mailboxes to recieve invoices in Account/Subscription settings under Invoice Recipients.

Remove and Revoke the Access of External Users

1. 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.
2. The Account Ownership tranfer is completed.

Related Topics

Managing my account Managing users