How do I transfer my ClickSend account to another user?
Transferring your ClickSend account to a new user involves updating account information, permissions, and ensuring the new user gains secure access. Follow these steps to safely transfer ownership:
Step 1: Update Account Profile Details
Log in to your ClickSend account.
Navigate to My Profile.
Update the following information: - Name: Replace with the new user’s name. - Mobile Number: Enter the new user’s mobile number to enable two-factor authentication (2FA). - Email Address/username: Change to the new user’s email address/username. - Password: Set a new temporary password for initial access, or proceed with Step 5 for the new user to set their own password.
Step 2: Update Billing Information
Navigate to the Billing section.
Update the payment method and billing details with the new user or organization’s information.
Step 3: Update Email-to-SMS Permissions (If Applicable)
If your account uses Email-to-SMS functionality, navigate to the Allowed Addresses section.
Add the new user’s email address to the list of approved addresses for sending SMS using email.
Step 4: Decide Whether to Use Subaccounts
If you are fully transferring ownership, update the main account profile details as described in Step 1. There is no need to create a subaccount.
Create a subaccount only if you want the new user to have a separate account under the main account structure, rather than transferring the entire account.
Step 5: Secure Password Update for the New User
After updating the email/username in Step 1, instruct the new user to go to the ClickSend login page.
The new user should select the Forgot Password option and follow the instructions to create their own password.