How to transfer ownership and delete old User

How to transfer ownership and delete old User

1. Log in to the Zoho Sign account, hover on Settings in the left navigation pane, and click Users from the drop-down.

 


2. Select the user for whom the ownership needs to be changed.

3. Click More Actions and choose Change Ownership from the list of options displayed in the drop-down menu.

 


4. Select the user to whom the ownership needs to be changed.

 


Note: Once the ownership is changed, documents, templates, folders, document types, and email domains owned by the user will be transferred to the selected user. This cannot be reverted.


Once the ownership has been changed, you can delete the user by choosing Delete under the More Actions drop-down menu.

 


Note: Once this process has been successfully completed, inform us by sharing the new user email to revert the subscription.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • How do I transfer ownership of my account to another email address?

                                                                                        1. Hover on Settings in the left navigation pane and click on Users from the drop-down. A new window will open with the list of users along with their roles (User/Admin) and the account access that has been given to the corresponding users.     2. ...
                                                                                      • Users

                                                                                        This section allows you to streamline the users of your organization's Zoho Sign account.  In this section you can do the following:  Add new users Define roles for users Set permissions for users View the pending invitations Invite/add users Invite ...
                                                                                      • How to change the ownership of the document to an admin, irrespective of who sent the document?

                                                                                        Scenario: I have set up a workflow/automation in CRM to send documents to Zoho Sign. When the document is sent, the user who triggers the workflow will eventually be the owner of the document. I want to change the owner of the document to an admin, ...
                                                                                      • When I try to add a user using the Add User option, it says “User is already present in another account”. How do I resolve this?

                                                                                        As per our design, an email address can be associated with only one account. Users cannot be added if they already have an active Zoho Sign account. The only solution is to ask them to close their existing account, after which an invite can be sent. ...
                                                                                      • User Profile

                                                                                        Manage your profile details and set up the electronic signature for your Zoho Sign account in this section. Steps to access your user profile:  Hover over the Settings menu on the left side of your Zoho Sign dashboard and click profile from the ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources