Transfer an Existing License to a New User

It's easy to transfer a seat from an old user to another and get the new user up and running.

Transfer a Seat

The easiest option is to replace the old employee's information with the new user. By editing the old employee's profile, you can ​effectively end access for the old employee and grant access to the replacement. 

Navigate to the Users page, following the instructions based on your Account View. 

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Users.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Users to see all users across Departments. 

Please note that the Department menu above Profile in the left navigation also has navigation to a Users page that is dedicated to the users of the current Department.

Project View

Click Team in the left navigation.

1. Locate the user in the list or Search their name or email to find them quickly.
2. Click the hyperlink of their name to open their Profile.
3. Near the top of the page, select Change Email.
4. Type in the email in the New Email text field and select Change Email to send the confirmation email.
5. Instruct your user to open their email client, open the email from GoCanvas, and click the button to validate the new email.
6. Select Edit in the Profile Information area at the top of the page.

   

7. Update the account details to reflect the new employee's information.
8. Save the changes.

Once complete, you are redirected to the user's profile page. From here you can change the password for the new user or your can submit a password reset for them.