This article explains how to transfer your Deputy account to a new owner, for instance when a business is sold. This process ensures all historic data, schedules, and team settings remain intact for the new owner.
Before you read
- Target audience: This article is for users with System Administrator access.
- You must complete these steps on the day of the business handover because changes cannot be future-dated.
This article covers
- How do I prepare the account for the new owner?
- How do I update the business and billing details?
- How do I remove the previous owner's access?
How do I prepare the account for the new owner?
You must first give the new account owner access to the account as a team member with administrative permissions.
- Log in to Deputy as a System Administrator.
- Click the People tab on the main menu.
- Select Add Team member and enter the new owner's details.
- Set the new owner's access level to System Administrator.
- Click Add Team member to save.
How do I update the business and billing details?
The new owner must log in to their account to update the legal and financial information for the business.
- Log in to Deputy as the new owner.
- Click your profile in the top right of the screen.
From here the new owner can take the following actions:
- Update billing information: Replace existing credit card or payment details.
- Update legal entity: Update the Business Name and ABN.
- Review Integrations: Disable or update any integrations that are linked to the old account.
- Update Payroll Details: Ensure the Timesheet Export setup is updated to match the new owner's payroll system.
How do I remove the previous owner's access?
After you've updated the business details, you must archive the old owner to make sure they can no longer access the account.
- Click the People tab on the main menu.
- Select the checkbox next to the previous owner's name.
- Click Bulk actions and select Archive Team member.