Important!
Billing 2.0 is not yet enabled on all accounts. If you don't see the Account or Billing options in the Setup menu, please refer to Change of Ownership for instructions.
Sold your business or passing it on? Changing the owner of your Nookal Account is a straight forward process with just a couple of steps.
Changing the Owner of your Account
First you need to update the details of the account owner in the Subscriptions page.
1. Go into Setup.
2. Click Billing under Account.
3. Select Account Information.
4. This is where you can edit the Account Owner's details. Adjust the information in the fields as needed and Save Changes.
Owner's Profile
If you haven't done so already you'll need to create a staff profile for the new Account Owner.
Follow the steps outlined in this help article for Adding Staff Members. Be sure to set the user's permission group to Owner.
Important!
You'll want to add the new Owner's profile before adjusting the existing Owner as only a user within the Owner permission group can select the Owner permissions option on Staff Profiles.
Now that the Nookal Account is officially changed over and the new Owner is assigned, you'll want to adjust the staff profile for the old owner. Depending on the circumstances you may need to update the information or set the Staff Profile as inactive.
Here are some potential areas of the staff profile that are worth checking and updating.
- Status. Does the user still need an active profile? If not, set them as inactive.
- Permissions. Does the user no longer need Owner Permissions? Select the appropriate permissions group from the dropdown menu.
- Position. Has the user changed roles within the Company? Adjust their Position to reflect this change.
Updating Banking Details
You'll want to update the billing information on the Nookal Account to ensure the correct card is charged any subscription or credit fees.
1. To do this go into Setup.
2. Click Billing under Account.
3. Click Payment Details.
4. Add the Card number, CVV (security number on the back of your card) and Expiration Date.
5. Click Save.
This new Credit Card will be used for future payments.