When the primary administrator of the Affluences solution changes, it is essential to organize the transition to ensure continuous access to the portal with the appropriate permissions and to maintain operational follow-up.
Steps to follow:
- Inform Affluences: Contact Affluences support (support@affluences.com) or your account manager to report the change.
- Update contact information: Ensure that the new administrators' contact details are correctly registered on the Affluences portal to facilitate future actions (configuration, maintenance, etc.).
- Modify report recipients: If statistical reports have been configured, update the email addresses of the new recipients. Note: The report owner is responsible for making this update. You can find our documentation here: [statistical reports].
By following these steps, you ensure a smooth transition without service interruptions.