Swapping Users

Swapping users on Concord will allow you to remove one user and replace them with a new user without effecting any changes to your current subscription plan.

Removing a User:

In order to swap users, first step is to remove the user that is being replaced. To remove a user, follow these steps:

  • Click on the gray wheel located at the bottom left of your Concord account
  • Click on Settings
  • Click on Users
  • Select the user that need to be removed
  • Click on Action on top of the page and select Delete User

Once the user is removed, he 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.

 

Adding the new User:

Once the user has been removed, you can replace them by adding a new user. To add a new user, follow these steps:

  • Click on the gray wheel located at the bottom left of your Concord account
  • Select Invite Users
  • Enter the email address of the user you are adding

Once done, 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 have appropriate access to documents and features on Concord, administrators will need to make sure the new user is added in the correct Access Rule from Contract Access Rights and correct Role from Feature Access Rights 

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