Transferring Account Ownership to Your Client

If your client prefers to manage their subscription independently instead of being billed under a partner account, you can easily separate the billing and transfer ownership. To initiate this process, please contact our finance team at finance@hreasilygroup.com with your request to adjust the billing details.

Once your request is confirmed, follow these steps to complete the transfer of ownership:

1. Update Billing Information
   Navigate to the Billing Settings page, and update the billing email and address to the client’s information.

2. Assign Full Admin Access to the New Admin
   Ensure the client has a full admin account. If no such account exists, create one by adding an employee and assigning full admin access to them.

3. Unassign Seats from the Partner's Profile
   Revoke the seats for leave, claims, and time attendance modules (if applicable) from the partner's profile(s).

4. Adjust the Billing Plan

   Reduce the total number of seats in the client’s billing plan.

5. Revoke Partner User Access
   Identify users linked to the partner, select their profiles, and click Delete. This action will revoke their access to the client’s account.

By completing these steps, you ensure a seamless transition of ownership and billing management to your client.