August 21st 2023

New

Introducing Account Ownership Transfer!

Today, we are thrilled to announce a feature many of you have requested: Account Ownership Transfer!

What is Account Ownership Transfer?

Whether it’s a team reshuffle, a change in management, or any other reason that necessitates a switch in account handlers, our new feature ensures a seamless transition. With Account Ownership Transfer, you can now transfer the owner of your account to another user with just a few clicks.

Key Benefits:

  1. Effortless Transition: No need to manually re-enter data or set up a new account from scratch. A few clicks, and the new owner is all set.

  2. Data Security: Rest assured that all your data remains confidential and secure during the transfer, maintaining its integrity.

  3. Flexibility: Organizational changes are a part of growth. Our feature ensures that our system evolves with your needs.

How to Use Account Ownership Transfer:

  1. Navigate to the 'Settings' section on your dashboard.

  2. Choose the 'Users' on the left menu.

  3. Click on the Transfer Ownership button.

  4. Follow the prompts to select the new account owner and initiate the transfer.

  5. The user that initiated the transfer will receive a notification to confirm the process.

Need Help or Have Questions?

Our support team is here to guide you. Feel free to contact us via chat or email and check out our help article.

Your feedback has always been our north star. We genuinely thank you for helping us shape Expiration Reminder to better serve your needs. We have many more exciting updates in the pipeline, so stay tuned!

Account Ownership Transfer

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