Steps to take if you are leaving your company

Here's a checklist of items to complete if you're leaving your current company and want to pass along LiveFlow to another colleague in your org

Step 1: add your colleague to LiveFlow

1. Click on the Workspace icon in the top left of the LiveFlow Extension and Select Members in the dropdown

1. Type in the email address of your colleague

2. Select their permission level (breakdown of LiveFlow permission levels here)

3. Click Add member

Step 2: Change the billing details

1. After you've added your colleague to your LiveFlow Workspace, reach out to the LiveFlow team (help@liveflow.io) and let them know who you'd like to change the billing admin for the account to

2. Is your credit card on file? Once you've changed the billing admin, send the following instructions to your colleague (new billing admin) to update the credit card on file:

   1. Click here to access the billing portal

   2. Insert the email address on file for the billing admin of the LiveFlow account

   3. If the email entered matches your account, you will receive a confirmation code

   4. Enter the confirmation code, and you'll be able to access everything in billing

3. You can also do this through the LiveFlow app

   1. Click on the Workspace icon from the LiveFlow Extension

   2. Go to Billing

   3. Click on Open billing portal

   4. This will take you to your Stripe billing portal, where you can update your credit card details, the email for receipts, and more