Outlook CRM for Teams | Prophet CRM

How to Reassign a License

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Reassigning a License Step by Step:

Reassigning a license is an effective way to transfer all records assigned to one user to another in the event of a position change. When the license is reassigned an email link will automatically be sent to the new user providing steps on how to activate their account.

Step One: Navigate to the User Management Menu

Step Two: Click the Edit button next to the user whose license you wish to reassign

Step Three:
Change the account information from the old users information to the new users information

Step Four:
If needed: Change any user access capabilities by using the various menus found on the left sidebar

Step Five:
Click the save button (doing this will send the setup email to the email address provided for the new user)

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