The outgoing and incoming owners of a Sirvoy account should follow this step-by-step guide for a secure handover.
Outgoing Owner
1. Third-Party Services
- Log in to connected booking channels, follow their ownership change policies, and update account details for the new owner.
- For Sirvoy Vault, add a device accessible by the new owner and delete others: Settings -> Payments & Invoicing -> Sirvoy Vault
- Disable auto-refill: Settings -> Your Account -> Account Balance -> Auto-Refill
- Remove saved card details: Settings -> Your account -> Refill now and click the delete icon next to the credit card.
2. Financial
- Remove your banking info: Settings -> Payment & Invoicing -> Invoice module
- To disconnect the payment provider (Stripe/Paypal), go to Settings -> Payments & Invoicing -> Card Payments -> Provider. Note: Disconnecting will delete stored credit cards.
- Alternatively, transfer account ownership by contacting your payment provider.
3. Sirvoy Account
- Update contact details: Settings -> Your account -> Contact details
- Export past transactions: Settings -> Your Account -> Export
- Change the main admin user profile to the incoming owner’s details.
- Delete unnecessary users: Settings -> User accounts
- Give the password to the new owner or create a new one: User Profile -> Password
Incoming Owner
1. Security
- Immediately change the password: User Profile -> Password
2. Account Information
- Review the main administrator information in the User Profile
- Verify the accuracy of account details: Settings -> Your account -> Contact details
- Delete unnecessary users: Settings -> User accounts
3. Financial
- Update banking information: Settings -> Payment & Invoicing -> Invoice module
- Review Sirvoy Payment types: Settings -> Your Account -> Account Balance
4. Additional Assistance
Reach out to Sirvoy for a settings and feature overview! We’re here to assist you in learning the system and getting you up and running smoothly.