Have any employees recently left, or have there been changes in your company’s staff? If so, please review this guide on managing your inFlow administrators and users during these transitions.

Review inFlow administrators & team members

To ensure your inFlow account remains secure and up to date with the appropriate users, we recommend reviewing the following:

• Verify the list of active inFlow administrators. These users should have the necessary permissions to manage team members, access key account information, and make system changes. 
• Review all existing administrators on your account. inFlow admins can assign or remove admin rights from other users. We recommend that senior-level staff be inFlow administrators.
• Remove users who no longer need access to inFlow. Take a look at the How to remove team members section of this article for complete details. 

When the inFlow Administrator leaves your team

• If your team has time to prepare for changes (such as a retirement or resignation notice), during the transition period, have the current inFlow admin create a new team member account to serve as the new admin, or grant an existing user inFlow admin rights.
  
• If the previous administrator was the only inFlow account holder and their email is no longer accessible, please contact the inFlow team so we can initiate the security protocol for admin changes.

Avoid replacing a team member’s email address with a new one, as this will alter historical data. Always remove inactive users and add new ones following the steps outlined in the link above.

Review notification & email settings

While in the transition period, the existing administrator should review their inFlow & email 

1. Disable any low-stock notifications. 
2. Confirm that the correct email is set in your inFlow profile settings. This is the email address to which low stock alerts or reply-to emails are addressed.
   
   If this email address is set to a personal email address, and not a work email address, make the changes before leaving the team. You can follow this link to our help article for guidance on adjusting email settings.

Update billing information

1. Log in to inFlow using an administrator account.
2. Navigate to inFlow’s Account settings (Main Menu >Settings > Account > Manage Billing).
3. Review and update billing details, including name and contact information.

Have more questions?

Although staff changes can be challenging, please remember that the inFlow team is always here to provide support and guidance. Feel free to reach out to inFlow at any time with any questions or concerns you may have.