Swapping Users

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.

1. From the Home page, select the gear icon at the bottom left-hand corner
2. From the menu, select Settings
3. You will be navigated to the Personal information page
4. Click Preferences in the left-hand panel
5. 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.

1. From the Home page, select the gear icon at the bottom left-hand corner
2. From the menu, select Settings
3. You will be navigated to the Personal information page
4. Select Users in the left-hand panel
5. Check the box beside the name of the user you'd like to replace
6. Click Remove user
7. Click Confirm
8. 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

Invite the new user

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