To switch ownership of the account, you can just log in as the Primary Account holder and change the email address to the new account manager’s email address in Account Management under the section for Login Information. Keep in mind Seraf requires unique email addresses for every account, so if the new account manager already has a Seraf account, then you'll need to use a different email address, since they cannot be the same. You can then either provide the new account manager with the existing password, or they can request a new password using their email address when they first try to log in.
Please refer the new account manager to Seraf's Help Center and in particular the section for Resources for Enterprise Accounts, so they can get up to speed if they are not yet familiar with Seraf.
When you change the Primary Account holder, please email Seraf support with the full name and email address of the new account manager and each individual who should receive our quarterly newsletter mailing which provides a link to your quarterly statement as well as new product information, tips and articles for users.
Similarly, if you have a new billing contact, please let us know and email Seraf support.
Learn how to change the Admin of your Seraf Enterprise account.
Comments