Move User(s) from One Team to Another

 

Available with: Team Plans

 

This tutorial will show you how to move one or more users from one team to another. 

To move a user from one team to another from your Dashboard select Admin in your black sidebar menu and then select Users & Teams in the updated sidebar menu. (your menu may look different than the image depending on your role)

Admin Users and Teams

There are two ways to find the user(s) that you are looking to move.

The first way you can find the team where the user(s) are currently assigned and select the checkbox beside their name(s) as below. You can see that the users are in the team “Testing Team One” which is a subteam of the QA Team. 

The second way to find them is to do a search for them. You can search for them using different filters.  First click on the “+Add Search Filter” button.

 

Then in the menu that appears choose the filter that you want to use.  We are going to use Team Name. 

Once you click on your preferred search filter a little box will appear for you to enter the term you want to search for.  In this example we  will enter Testing Team One. Then click Apply.

As  you can see below our team appeared listing the users we wish to move.

Now check the box(es) beside the user(s) that you wish to move to another team.  Keep in mind that if you choose multiple users you must be moving them all to the same team.  Once you have selected your users (1) choose More (2) and then click Move in the menu that appears (3). 

In the modal box that appears click on the drop down menu (1) and select the Team  you want to move the users to (2).  Then click OK (3).

Once the window disappears you will see the Users and Teams have collapsed again.  Find the team you transferred them to and celebrate  your success. 

Transfer One or More Documents to Another User

This tutorial will show you how to transfer one or multiple documents from one user to another. Signority calls this ‘pushing a document’ to another account. If you are looking to transfer all the documents in one user account to another, please see our tutorial: Transfer All Documents from One User to Another.

Note: If you transfer a document that is still “In Progress”, this process transfers the ownership of that document to the person you are transferring the document to. This means once the document is finalized and everyone has signed it, they will receive the final document, not the user who originally sent it (you).

 

Transferring A Single Document to Another User

We are going to start with a single document transfer.

  1. Begin by navigating to your documents by selecting Documents on the sidebar menu.
  2. In your documents folder, find the document you wish to transfer and select the dropdown menu on the far right of the document name. In this tutorial, we will transfer the document ‘Anchor Text Tag Sizing (20)’.
  3. In the window that appears, enter the username (email) of the user whose account you want to push the document to (1), and then click OK (2).
  4. The window will then close, and you will see that your document is no longer in your documents folder.

Congratulations, you have successfully transferred the document to the other user’s account!

Transferring Multiple Documents to Another User

Transferring multiple documents to another user is just as easy as it was to transfer a single document.

  1. Begin by navigating to your documents by selecting Documents on the sidebar menu.
  2. In your documents folder, check the box beside each document you want to transfer to another user. In this tutorial, we will be transfering “Bulk Sign Test_Liz Signority” and “Bulk Sign Test_Bob Signority”. The document action menu will appear at the top left of the document list.
  3. In the action menu, hover over ‘More’ (1)and a submenu will appear. In that submenu, select ‘Push to an Account’ (2).
  4. In the window that appears enter the username of the account you want to send the documents to (1), and then click OK (2).
  5. The window will then close, and you will see that your documents are no longer in your documents folder.

Congratulations, you have successfully transferred the documents to the other user’s account!

Transfer All Documents to Another User

 

Sometimes a person’s role within your organization changes and they are either moved to a team that doesn’t use Signority or they have left the organization.  In this case you will need to delete the user from your account.  

 

When deleting a user you first have to remove all of the documents in their account. To do this you have two options. 

  1. Delete the documents
  2. Move the documents to another user’s account

 

Note: The easiest way to ensure there are a manageable amount of documents to delete is to have a Retention Policy enabled. 

 

To move the documents to another user’s account check the box beside the user’s name (1), select More (2) in the top menu, and then choose Transfer Documents (3); as shown below.

In the modal window select a user to transfer the documents to in the Recipient drop down menu and select OK. 

All the documents are now transferred from the first user to the second user.

Deleting a User(s)

 

Delete a User

Sometimes a person’s role within your organization changes and they are either moved to a team that doesn’t use Signority or they have left the organization.  In this case you will need to de-activate the user from your account.  

Note: You cannot de-activate a user unless all of their documents have been either deleted or transferred to another user.  To learn more about transferring documents see our Transferring Documents tutorial.

To de-activate a user(s) check the box(es) beside the user(s) that you want to delete (1). In the top menu select More (2), and in the submenu select Delete (3).

 

Selecting users to delete

A modal window will appear and ask you to confirm that you want to de-activate the user(s).  Click OK. 

Confirm deletion of user

The user will disappear from your users list.

Add a User


Available with: Team Plans            Role: Super Admin, Team Admin

In this tutorial we will be showing you how to add a users.

Add a User

From your Dashboard click on Admin in the left hand sidebar menu, then choose Users & Teams in the updated sidebar menu.

Admin Users and Teams

In the Users & Team page select Add Team Member.

Add User

In the pop up modal window fill out the information as below and click OK. If the team you wish to assign them to does not exist yet, you will have to add the team first.  To do this follow our Add a Team tutorial. 

User Details
You will see your new team member appear in the team that you have assigned them.  Their status will be Pending until they accept the invitation to join the platform.

User Added
Note: When you add your team member the page may refresh and automatically collapse the team tree, you may have to expand the team rows to see the team member.