If you've sold your company and need to transfer ownership of your Spectora account to the new owner, follow these steps to ensure the account details are updated properly.
Update the Account Information
The first step in transferring ownership is to update the account login information to reflect the new owner's details. Here's how you can do it:
Change the Email and Password:
Go to 'Settings' > 'User Options'.
Select 'Change Password' and set a temporary password that the new owner can use to log in.
Select 'Change Email' and update it to the new owner's email address.
Important: Each email address is unique to a Spectora account, so the new owner must use an email that isn’t associated with any other Spectora account.
Once the email and password are updated, provide the new owner with the login credentials so they can access the account and change the password to one of their choice.
Update the Account Name
After logging in, the new owner can update the name on the account to reflect their own. This step ensures that the account is fully transferred to the new owner, including all personal details.
Navigate to 'Settings' > 'Profile' to update the name associated with the account.
Updating Payment Information in Stripe
If your Spectora account is set up to process payments, the new owner will need to update the payment information in Stripe to reflect their bank account and business details. This is crucial to ensure payments are deposited into the correct account.
To update Stripe payment details:
Log in to your Stripe account linked to Spectora.
Navigate to 'Settings' and update the deposit account and business information as needed.
Frequently Asked Questions
Can I continue using the existing email as the primary email for the business after the ownership transfer?
Yes, you can continue using your existing email as the primary email for the business after transferring ownership. Just make sure the email remains associated with the account, and update any necessary login or contact information accordingly.
Important Note
Please note that Spectora support cannot make these changes for you. The transfer of account ownership and payment details must be done manually by the current and new account holders.
By following these steps, the new owner will have full access to the Spectora account, and the payment details will be properly updated to avoid any disruptions in service.
This process ensures a smooth and secure transfer of ownership without any confusion or loss of access to important business details.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
