1. Log In with the Primary Account

All changes must be made while logged in as the Primary Account User.

2. Update Organization Contact Information

Go to Settings > Organization > Contact:

• Update the email, phone, and address.
• Click Save Changes.

3. Remove or Suspend Old Team Members

Go to Settings > Organization > Members:

• Click each user who should no longer have access.
• Click Suspend.

4. Regenerate API Token

Go to Settings > Organization > Security:

• Click Regenerate Token to create a new API token.

5. Update Billing Information

Go to Settings > Billing > Payment:

• Update the credit card details.
• Click Save Changes.

6. Review & Clean Up Automations

Go to the Automations tab:

• Open each automation.
• Go to the Parameters tab and remove or modify any API keys or login credentials.

For Custom Automations:

• Click into the automation.
• Go to the Advanced tab.
• Hover over credential lines, click the Edit icon (paper and pen), and update or remove information.

7. Update Shipping Credentials

Go to Settings > Shipping and check for credentials tied to the previous business:

• For example, if using Stamps.com for USPS, click the USPS settings and update the username and password.

8. Change Primary User Information

Go to Settings > User:

• Update the name of the primary user.
• Click Save Changes.
• Add the new email address for the account.
• Delete the old email address.

9. Final Review and Support