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How to Edit, Change user role, Deactivate, and Delete a user
How to Edit, Change user role, Deactivate, and Delete a user

How to Edit, Change user role, Deactivate, and Delete a user

Updated over 3 months ago

How to Edit, Change user role, Deactivate, and Delete a user

To edit a user you can either

  1. Click on the three dots to the right of the recipient

  2. Click on the user name

    You can bulk-select recipients and edit user role, activate/deactivate user and delete users from the entity.

    Here you can:

    1. Edit

      • Name

      • Phone

      • Email

      • Title

      • Notes

      • User role

      • Team

      • Status

      • Toggle ON/OFF User can create and send documents from web application

    2. Change user role (Administrator, Manager, User)

    3. Deactivate/Activate the user (Deactivate means the user will remain on the entity but cannot log in to their account)

      • Please note! All the deactivated user documents will still be available and can be accessed by the administrator of the entity. If the deactivated user would be removed, all their documents will also be removed (except for signed documents)

        A deactivated user doesn't take up a user license. That means that you can have more deactivated users than you have user licenses.

    4. Delete

Related Articles
What is an Administrator, Manager, and User?
Change role: Signer to Viewer for a recipient
How to activate and deactivate a user
Entity settings (E-sign plan)
How to add users and manage your teams
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