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How to Reassign a License

October 9, 2019 by Mark Foltz

Reassigning a License Step by Step

Back to Prophet CRM Admin Beginner’s Guide

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)

Category iconAdmin Beginner Guide,  CRM Training

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