When managing a Plastic Bank collection point, account management requires careful planning, especially if you're the sole collector in your area. This guide will walk you through the critical steps for transferring branch ownership before account deletion.
Prerequisite for Account Deletion
If you are currently the only branch owner and wish to delete your account, you must first complete a mandatory ownership transfer. This ensures continuity of collection services and maintains the integrity of local collection operations.
Step-by-Step Account Transfer Process
- Identify a potential new branch owner within your local network or organization
- Login using your Branch owner account.
- Select the Branch Profile.
- Navigate to My Staff from the bottom home navigation bar.
- Select a staff member nominated to be a new Branch owner.
- Open the Role/Action dropdown for the selected staff member.
- Select Business Owner as the new role.
- Click Save to apply the changes.
- The system updates the staff member’s role and branch ownership.
- Verify that the new Branch Owner’s role is “Business Owner”.
- Verify that the previous Branch owner’s role is “Co-Owner”.
After Successful Transfer
Once a new branch owner has been officially assigned and accepted, you will then be able to proceed with account deletion. This two-step process protects the local collection infrastructure and ensures uninterrupted service.
If you encounter challenges finding a new branch owner, contact the Plastic Bank support team for additional guidance and potential alternative solutions.