This article provides instructions for updating the email associated with a user, either for the same user or for transferring the seat to another person.
Change an email username
Admins are the only role with the permission to do this for other users in their account.
Before you start, confirm that the desired email is real and the user has access to its inbox. Changing the email is only the first step; the user must open their email to validate they have received the confirmation email.
Please Note
Emails cannot be changed in accounts that have SSO enabled.
User administration
Navigate to the Users & Seats or Team page, following the instructions based on your Account View:
In the left navigation, expand Account and select Users & Seats.
- At the top of the left navigation, expand the dropdown menu under the username indicating the current Department and select All.
- In the left navigation, expand Account and select Users & Seats to see all users across Departments.
Please note that the Department dropdown menu above Profile in the left navigation also has navigation to a Users & Seats page that is dedicated to the users of the current Department.
In the left navigation, click Team.
- At the top of the left navigation, expand the dropdown menu under the GoCanvas logo indicating the current Department and select All.
- In the left navigation, expand Account and select Users & Seats to see all users across Departments.
Please note that when Departments are enabled, the Team page is dedicated to the users of the current Department.
Change Email
Once on the User & Seats or Team page, navigate to the user's Profile page:
- Locate the user in the list or Search their name or email.
- Click the hyperlink of their name to open their Profile.
- At the top of the page, click Change Email.
- In the New Email text box, enter the valid email of the new user.
- Click Change Email to send the confirmation email.
- Instruct your user to open their email client, open the email from GoCanvas, and click the button to validate the new email.
Transfer seat to another user
Use this process to transfer a GoCanvas seat to another user if the current person no longer needs their seat. Please note that doing so will associate any existing submissions with whoever is the current owner of the seat.
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