If the ownership of the Modular Merchant account is being transferred, there are some steps to take to ensure a smooth transition.
Create admin accounts for the new owner(s)
Every user that logs into the Administration Area of the Modular Merchant account is REQUIRED to have a unique admin account and password. To create a new admin account:
1. Log into the Administration Area.
2. Go to [Admin > Search Admin Accounts > + ].
3. Complete the following required sections:
Login*
Password*
Email Address*
Security Question*
Security Answer*
Country*
The Security Question and Answer may be used by Modular Merchant tech support to confirm the admins' identities during tech support phone calls.
4. Use the Permission Levels section, as needed, to remove the ability of the admin to access certain areas of the Administration Area.
5. Click Save Changes.
6. Repeat steps 2 - 5 for every admin that will log into the account.
tip When an admin logs into the administration area and creates a new support ticket, the email account associated with the admin account will automatically receive email notifications whenever Modular Merchant tech support updates the support ticket.
Deactivate or delete old admin accounts
Old admin accounts, no longer in use, should be deactivated or deleted. To deactivate an admin account:
-
Log into the Administration Area.
-
Go to [Admin > Search Admin Accounts].
-
For the admin you would like to deactivate, set the toggle button in the Active column to
 .
warning Do NOT deactivate the admin account you are currently logged in with, as your access to the administration area will be immediately revoked!
To delete old admin accounts:
-
Log into the Administration Area.
-
Go to [Admin > Search Admin Accounts].
-
Select the admin account(s) on the far right, under the
 column.
-
Using the dropdown menu below, select Delete.
-
Click Go.
warning Do NOT delete the admin account you are currently logged in with, as your access to the administration area will be immediately revoked!
Update billing info & contact info
The account's billing and contact info should also be updated:
-
Go to [Admin > Manage Modular Merchant Account > Billing Information]
-
Update all relevant fields for the credit card and billing information.
-
Click Update Billing Information.
Update old contact information
You may also want to go through the Administration Area, specifically the System Settings, at [Admin > System Settings], and make sure all contact information has been adjusted.
|
