Leaving an organization can be a complex process, especially when it comes to ensuring that your Team Forms subscription remains uninterrupted. This guide provides a comprehensive checklist of essential steps to take before your departure. From transferring ownership and updating billing information to communicating with your team and ensuring data continuity, this guide covers everything you need to know to make your transition smooth and hassle-free. If you’re an admin or author, follow these best practices to ensure a seamless handover and maintain the integrity of your Team Forms subscription.
Nominate a new billing owner for your subscription - Subscriptions can be managed by the nominated billing owner or members of the Microsoft Teams groups with an "owner" role. It is a good idea to email accounts@teamforms.app to nominate a new billing owner, alternatively you can simply add this person as a team owner to allow them to manage the subscription billing.
Update your payment method - If you have a paid subscription linked to a credit card under your own name it may be a good idea to update the payment method on file to a different card. You can do this directly in the subscription management portal.
Re-authenticate your public links - If you are the author of any public share links and have authenticated that connection these links will stop working once your Microsoft 365 account is deactivated. To ensure a seamless transition ask someone else within your team to re-authenticate this connection with there account.
Re-authenticate email notifications - If you setup any built in email notifications these will stop working once your Microsoft 365 account is deactivated. To ensure a seamless transition ask someone else within your team to re-authenticate this connection with their account.
