Account ownership change

Thinking ahead - if as an accountant I am the Affinity account holder, can I pass on that ownership to the client if we decide to part company?

Yes this is possible you can detach any managed account from your Affinity dashboard directly from the options menu.

If the account wasn’t created from your Affinity dashboard but attached at a later date, the account holder also has the ability to detach themselves using the following link in their team management area.

This topic was automatically closed after 3 days. New replies are no longer allowed.