Swapping Users

Changes in your organization may require to replacing a user with someone new. The "swap user" method will ensure that your account remains within your subscription's seat limit.

Administrators can seamlessly swap users with the following steps:

1. Activate Administrator access

The 'Administrator access' feature grants Administrators the ability to view/join all non-draft documents stored in your company account.  In order to retain access to the exiting user's ensure 'Administrator access' is activated.

blobid0.png

    1. Navigate to Settings > Company Preferences
    2. Check the box beside "Administrator Access"

To learn more about Administrator access, click here.

2. Remove the current user

In order to avoid surpassing your user seat threshold: an Administrator must remove the user currently holding a seat.

blobid1.png

    1. Navigate to Settings > Users
    2. Check the box beside the name of the user you'd like to replace
    3. Click Remove user 
    4. Click Confirm and Delete User

Once the user is removed, they will no longer be able to access the account. Administrators can use the Administrator Access feature to access the documents in the removed user account.

 

3. Invite the new user

Once the user has been removed, you can replace them by adding a new user.

Click here to learn more about inviting new users.

 

Important note:

Once complete, a new user would be added and will have replaced the previous user. This will also ensure that no changes to your current subscription are made.

In order to ensure the new user has appropriate access to documents and features on Concord, administrators will need to make sure the new user is assigned the appropriate Document Access and Role.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.