Account and billing
Take over the account when someone leaves
Give the new person their own access, remove the leaver, and move the senders and billing contact over.
1 min read · Updated
In short: an Admin invites the new person and removes the leaver. Nobody with access left? Email agent@stampede.ai and we verify ownership.
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Give the new person access
- Go to Account › Team.
- Click Invite to team, type their work email and set the Role. See invite your team.
- They accept the invite and sign in with their own address.
Invite the new person, then They accept, then Remove the leaver, then Move senders and billing4 stages in order: Invite the new person, then They accept, then Remove the leaver, then Move senders and billing. The live stage is Remove the leaver.
01Invite the new person
02They accept
03Remove the leaver
04Move senders and billing
- 01Invite the new person
- 02They accept
- 03Remove the leaver
- 04Move senders and billing
Remove the leaver
- On Team, find the leaver under Account.
- Click the red bin on their row, check the email in the confirmation, then click Remove.
They lose access to this organisation straight away.
Nobody has access any more
Everyone with access has left?
Email support at agent@stampede.ai with:
- Your organisation name and venue address.
- Your own work email and your role at the business.
- The name of the person who left.
We verify who you are before changing anything, so expect a check like the one in verify your identity.
Move what pointed at the leaver
- Marketing emails sent from their address? Add a new sender address and make it the default.
- For the billing contact, email support with the new details.
Check it worked
The new person signs in with their own email, and the leaver no longer shows on Team.
Good to know
- Never share one login between people. Each person gets their own, and shared devices use PINs.
- Only Admin can invite or remove team members, and the account owner cannot be removed.
- The default sender address and the billing contact do not change automatically when someone leaves.
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