To transfer a Skeddly account to be under the control of another organization, please do the following.

Prepare the Skeddly Account

  1. Sign-in to the Skeddly account using the root credentials.
  2. Remove any SSO Identity Providers.
  3. Delete all managed Skeddly users.
  4. Change the billing email address back to the root user.
  5. Change the notification settings back to email the root user only.
  6. Modify any action configurations that are dispatching emails to send emails to a new appropriate email address.

Important

It is not possible to remove any action history from a Skeddly account. Action modification history will be preserved including the names of any deleted users.

Notify Skeddly Support

  1. Sign-in to the Skeddly account using the root credentials.
  2. Notify Skeddly Support of the intent to transfer ownership using the green messenger widget.
  3. Tell Skeddly Support the new email address for the organization. They must be able to receive emails to this address.
  4. Wait for Skeddly Support to instruct you to continue.

Transfer the Account to the New Owners

  1. Sign-in to the Skeddly account using the root credentials.
  2. Change the username to a meaningful username for the new organization.
  3. Notify the new owners of the username to use.

Post-Transfer Instructions

The new owners should do the following:

  1. Use the "Forgot Password" option to reset the password.
  2. Update the payment details: credit card infromation, billing emai options, etc.
  3. Update billing email settings, if necessary.
  4. Verify that all managed users have been deleted.
  5. Verify that all SSO identity providers have been removed.
  6. Update notification settings.
Did this answer your question?