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)