How to manage your Source & Summit account when a team member leaves your organization.
Who can use this feature?
Account owners, Admins, Editors
Available on all Source & Summit plans.
Identify your team member’s role
The steps to replace a team member on your account depend on their role. Choose the right process based on their role and permissions on the Digital Platform.
Go to app.sourceandsummit.com and Log in.
Click your name or first initial in the top-right corner. Then, click Team.
→ The Team page will open in the center panel.
Find your team member. Scan the Name column and locate the team member you’d like to replace.
Identify their Role: Editor, Admin, or Owner. Follow the steps below according to their role.
Can’t modify your team?
Subscribers on Basic, Essentials, and Basic Digital Add-On plans have single-Editor access only.
Follow the Account Owner steps below to change account ownership.
If the team member is an Editor or Admin
Editors and Admins can be easily added or removed from your account.
From the team page, find the team member’s name and click the “more options” menu on the right.
→ A drop-down menu will appear.
Click Remove.
Follow steps to invite your new team member to your account.
If the team member is an Account Owner
If your departing team member is the Account Owner, or if your account only allows one Editor, follow these steps transfer ownership:
Note: Only the current Account Owner can do this. If your Account Owner has already left your organization, please contact us.
Go to app.sourceandsummit.com and Log in.
Click your name or first initial in the top-right corner. Then, click My Account.
On the My Account page, scroll down to Change Email. Replace the current Account Owner’s email address with your new team member’s email.
Send your new team member a link to app.sourceandsummit.com. Since their email address is now associated with the account, they can click Forgot Password to create a new password.