Change Subscription User Email

Changing the email address associated with a SignNow subscription user is a common need for organizations and individuals alike. Whether you’re updating a user’s contact information, transferring admin rights, or simply correcting a typo, understanding the right process ensures a smooth transition and uninterrupted access to your documents and workflows. This guide walks you through the different types of email changes in SignNow, outlines important considerations, and provides detailed, step-by-step instructions for each scenario.

Understanding Email Changes in SignNow

SignNow accounts are closely tied to the email address used during registration. This email serves as your unique identifier for login, document ownership, and audit trails. Changing an email address can affect access to documents, templates, and organizational memberships, so it’s important to follow the correct procedure based on your role—whether you’re a subscription user, admin, or personal account holder. In this guide, we’ll clarify the differences and help you choose the right path for your needs.

Types of Email Changes: User vs. Admin vs. Account

There are three main scenarios for changing an email in SignNow:

• Subscription User Email Change: Typically managed by an admin, this involves removing the old user and adding a new user with the desired email address. Documents and templates do not transfer between accounts.
• Admin Email and Subscription Transfer: The admin can either update their own email or transfer admin rights and the subscription to a new account. This process ensures the continuity of subscription management and billing.
• Personal Account Email Change: Individual users can update their email address directly in their account settings, provided the new email isn’t already registered in SignNow.

Each scenario has unique steps and implications, which we’ll explore in detail below.

Prerequisites and Important Considerations

Before changing any email address in SignNow, keep these key points in mind:

• Unique Email Requirement: The new email address must not already be registered in SignNow, either as a user or a signer.
• Document and Template Ownership: Documents and templates are tied to the original email address. They will not transfer automatically to a new account or email.
• Organization Memberships: Changing your email may affect your membership in organizations, especially for enterprise subscriptions.
• Verification Process: For personal account changes, you’ll need to verify your new email address via a confirmation email.
• Admin Console Access: Only subscription admins can add or remove users from the subscription.

Taking these factors into account will help you avoid disruptions and ensure a seamless transition.

How to Change a Subscription User Email

If you need to change the email address for a subscription user, follow these steps. This process is typically performed by a subscription admin and involves removing the old user and adding a new one with the updated email. Please note that documents and templates will remain with the original email and will not transfer to the new user.

Steps to Change a Subscription User Email

1. Create a New Account with the Desired Email Start by registering the new email address in SignNow Go to the SignNow signup page and create a new free trial account using the email address you want to assign to the user. Complete the activation process for this new account.
2. Log in as Subscription Admin Access the Admin Console with your admin credentials Sign in to your SignNow account as the subscription admin. The Admin Console is your central hub for managing users and subscription settings.
3. Remove the Old User Email Update your user list to reflect the change Navigate to the Admin Console and locate the user list. Find the email address you wish to remove and delete it from the list of added users. This step ensures the old email no longer has access to the subscription.
4. Add the New User Email Invite the new user to the subscription Click Add User and enter the new email address you just registered. Optionally, you can provide the user’s first and last name. The new user will receive an invitation to join the subscription.
5. Confirm User Activation Ensure the new user has access Once the invitation is accepted, the new user will have access to the subscription. Remind them that any documents or templates from the old account will not be available in the new account.

These images illustrate the Admin Console, subscription management, and user invitation interfaces in SignNow. They guide you visually through the process of removing an old user, adding a new one, and managing your subscription effectively.

How to Change the Admin Email and Transfer Subscription

If you are the subscription admin and need to change your email or transfer your admin rights and subscription to a new account, you have two options. You can either update your email address directly or transfer the entire subscription to a new account. Here’s how to do both:

Steps to Change Admin Email or Transfer Subscription

1. Update Your Admin Email Address Change your email in account settings If you simply want to update your admin email, follow the instructions in this dedicated article. This process allows you to keep all your documents, templates, and subscription settings intact.
2. Transfer Admin Rights and Subscription to a New Account Move your admin status and subscription to a different email If you want to transfer your admin status and subscription:
   1. Create a new SignNow account with the desired email address and activate it.
   2. Log into your old admin account and open the Admin Console from the dashboard.
   3. Click Change Email Address for this Account.
   4. Enter the new email address and submit the change to transfer your admin rights and subscription.

How to Change Your Personal Account Email

If you have a personal SignNow account and want to change your email address, you can do so directly from your account settings—provided the new email isn’t already registered in SignNow. This method keeps your documents, templates, and subscription intact. Here’s how to proceed:

Steps to Change Your Personal Account Email

1. Access Account Settings Navigate to your personal information page Click your profile icon at the top right of your SignNow account and select My Account, or go directly to this link.
2. Go to the Settings Tab Find the email change option From the left-hand menu, select the Settings tab. Here, you’ll see your current email address and the option to change it.
3. Initiate the Email Change Open the change email modal In the Email section, click Change. A pop-up window will appear prompting you to enter your new email address and current password.
4. Verify Your New Email Complete the verification process Check your inbox for a verification email from SignNow. Follow the instructions to confirm your new email address. The verification link is valid for thirty days.

Impact of Email Changes on Documents, Templates, and Organization Memberships

Changing your email address in SignNow can have several effects on your account and workflow:

• Documents and Templates: For subscription user changes, documents and templates remain with the original email and do not transfer to the new account. For personal account changes, your documents and templates remain accessible after verification.
• Audit Logs: Your old email will still appear in audit logs for actions taken before the change, ensuring traceability and compliance.
• Invitations: Invites sent to your old email will no longer appear in your account after the change. You can still receive and sign documents sent to your old email as an external signer.
• Organization Memberships: If you were part of an enterprise organization, changing your email may remove you from that organization. You may need to be re-invited by an admin.
• Cloud Integrations: Your connected cloud services and subscription remain unaffected when changing your personal account email.

Understanding these impacts helps you plan your email change and avoid unexpected disruptions.

Troubleshooting Common Issues

If you encounter issues while changing your email address in SignNow, consider these solutions:

• New Email Already Registered: The new email must not be in use by any SignNow account, including as a signer. If it is, use a different email or contact support for help.
• Did Not Receive Verification Email: Check your spam or junk folder. If you still don’t see the email, request a new verification or contact support.
• Documents Not Transferring: Remember, documents and templates are tied to the original email. You’ll need to download and manually share any necessary files before removing the old user.
• Organization Access Lost: If you lose access to an organization after changing your email, ask your admin to re-invite you using your new email address.
• Need More Help: Reach out to SignNow Support via Live Chat or Support Ticket for personalized assistance.

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