Change a Users Name or Email

As an administrator, you can make changes to a user account from the users page of the settings area.  To change a users email address or name:

  1. Navigate to the Account Settings area
  2. Select the Users tab from the left navigation
  3. Locate the user you'd like to Edit and click More Actions
  4. Choose Edit.  This will load the edit user dialog.
  5. Modify the user as needed and click Save.

 

Note: Be careful when changing the name and email of a user. Changing a users email will make it so the user can no longer log in. If you need to change the email of a user, we recommend deactivating the original user and sending a new invite. Changing the name or email of a user will not reflect on any of the users completed documents or saved signature.