Team Transition in an Enterprise Group Account

When you have transition within your organization and team members join or leave, here are some materials you might find helpful:

Note that if you have set up notifications for important date reminders or if you subscribe to Seraf's Deal Flow Management and have set up a user to receive notifications of new applications submitted, the primary account owner will need to update these notifications to remove or add recipients. 

If you or any of your team would like additional support, we offer training sessions over Zoom for an hourly rate. Otherwise, you can always reach out to with any questions you may have that aren't otherwise addressed in our Help Center.

Please let us know who from your team should be included in customer communications for billing purposes and who should receive our quarterly newsletter with links to your account statement, product features and user tips.

We'll look forward to continuing to work with you and your team!

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