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Change Template(s) Ownership

Change Template(s) ownership functionality allows you to assign access to all your templates to another user. That functionality can be used when the old owner of the G-Accon templates leaves the company or on vacation or on medical leave or when the responsibility within your team is changed.

Select Extensions -> G-Accon for QuickBooks/G-Accon for Xero -> Tools--> Change Template(s) Ownership.

You need to enter new google account and confirm it. New google account can not be an alias. As a result all templates will be assigned to a new owner.

The next step is either update the customer details through the Customer Portal or create a new subscription for a new user.

How to update the customer details through the Customer Portal?

You need to open G-Accon website at www.accon.services and select "Resources" menu option and then "Customer Portal":

Then you need to click on the "Continue-->" button.

Select the account:

and go to the "Account Information":

Select your email address from the Account Details screen:

Update the record with the new information such as First and Last Name, email address and Company name.

Next step will be to open Google Spreadsheet and login into G-Accon using new email address. You should be able to see all templates and all processes copied from the previous owner.

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