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How to Transfer a License

Have an existing user who is no longer with your company and need to assign it to another user? Here's how!

Note: You need Billing Owner or Admin access to make these changes

1. Turn off the existing user's license

  1. Access the Settings Modal
  2. Go to the "Members" tab
  3. Click the arrow beside their name under "license"
  4. Uncheck the checkbox


This action frees up one of your company license "seats", so you can add the new member.

2. Invite in the new User

  1. Click the "Invite Member" button 
  2. Enter the new user's email
    • Admin gives them the ability to Manage/Invite Members and update settings (except Billing)
    • Member allows them to view settings and edit their own profile
    • Guests can only edit their own profile and do not see the list of other Members or any Billing information

      Choose their role in the Company

  3. Choose the Plan from the dropdown
    • If your Company has more than one plan, for example, Mobile and Online, be sure to chose the right one!

 

For a more in depth article on adding Members, click here.

Note: if you need the new user to have all the same Permissions (Projects and Organizations) as the previous user, please contact support@signagent.com to ask for a permissions transfer and include the email of the previous user and the new user.