If you have sold your business or transferred it to someone else and now you want to transfer the ownership of your coreplus account to them as well, then you've come to the right place. This article covers all the details regarding transferring your coreplus account ownership.
Steps for the old owner to complete
1. Select My Account from the Dashboard
2. In the Users section, click on Add User
3. Enter the new owner's details and select Supervisor next to Access and select Business Owner and any other relevant position next to Position (You may need to select Specialty depending on the positions you select) and click Save
4. The new user will then receive an email requesting to activate their user account. Once this has been completed successfully, the user will appear in your User List
💡 A new user can only be added by a supervisor
Steps for the new owner to complete
1. From the Dashboard, go to My Account
2. Under Account Details, click on the Edit icon to edit and add new details to the business. For example, you can change the business name, ABN, and any other detail you wish.
3. Under Subscription, click on Manage > Update Payment Method > Choose your payment method and update > Save. Now, your credit card/direct debit etc will be linked to your account.
4. Now, you'll need to deactivate the previous owner and any other user's account that's irrelevant to your business. Under Users, just click on Manage > Click on their name > Inactive > Save.
5. Under Users, View All click on Add User and then enter the user's details along with their access level, position, and specialty and then click Save.
6. Under Invoices, click View Invoices > Billing Address > Billing > Update email > Update
Now you're all set with your coreplus account!
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!