Changes in your organization may require replacing a user with another individual. Swapping a user ensures that your account remains within your subscription's seat limit.
Activate Administrator access
The Administrator Access feature grants Administrators the ability to view/join all non-draft documents stored in the company account. Activating this feature allows you as an admin, to join the documents of the user you plan to remove to maintain access.
- From the Home page, select the gear icon at the bottom left-hand corner
- Click Preferences in the left-hand panel
- Check the box beside Administrator Access
Removing the Current User
To avoid surpassing your user seat count, an Administrator must remove the user currently holding a seat.
- From the Home page, select the gear icon at the bottom left-hand corner
- Select Users in the left-hand panel
- Check the box beside the name of the user you'd like to replace
- Click Delete user
- Click Confirm
- 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's account.
Invite the new user
- Once the user has been removed, you can replace them by adding a new user.