Re-Assign a User Seat

RE-ASSIGN A User Seat:

  • Click the gear icon next to the seat you wish to Re-Assign.
  • Select 'Remove assigned user' and 'Ok' to confirm the action to remove the current user from the seat.

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  • Click 'Invite' button.

Invite.png

  • Enter the new Team Member's Email Address.
  • Click 'Assign'

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  • Assigned Team Members will receive an Email Invite with a button to 'Join the Team' or 'Create an Account' (if they haven't created a RocketReach login already). 

Assigned Team Members can also Join the Team by logging into their RocketReach account (using the email address their seat was assigned with), navigating to the Team Plan section, and clicking the button there to 'Join the Team'.

 

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