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Re-Assign a User Seat

Managing your team's access to resources is crucial for efficient workflow. At times, you may need to reassign team seats, whether due to employee turnover or role changes within your organization.

This step-by-step guide will walk you through the process of reassigning team seats in your RocketReach account.

Step 1: Unassign Existing User

  1. Login to your RocketReach account: Make sure you are logged into your RocketReach account with the necessary 'Owner' or 'Admin' permissions.
  2. Navigate to the Team Plan Page: You can do this by clicking here or navigating through the dashboard.
    Screenshot 2023-09-16 at 12.49.46 PM.png
  3. Identify the Team Seat: Locate the team seat currently assigned to the user you wish to unassign.
  4. Click on the Ellipsis Action Button: You'll find this button to the right of the team seat in question.
  5. Select 'Remove Assigned User': A dropdown menu will appear. Click on 'Remove assigned user' to unassign the existing user from the team seat.
    Screenshot 2023-09-20 at 12.24.46 PM.png

Step 2: Invite a New Team Member to This Seat

  1. Locate the Empty Team Seat: After unassigning the previous user, you will see an 'Invite' button next to the now-empty team seat.
  2. Click 'Invite': Simply click on the 'Invite' button to proceed.
  3. Enter the New User's Email: A prompt will appear asking for the new user's email address. Enter it and click 'Send Invite'.
    Screenshot 2023-09-20 at 12.27.19 PM.png

Step 3: Invited User Will Receive an Email to Join the Team

  1. Email Notification: Once you've invited a new user, they will receive an email containing a link to join your team.
  2. Account Creation: If the invited user doesn't already have a RocketReach account, they will be prompted to create one.
  3. Link to Existing Account: If the user already has a free RocketReach account, clicking on the link in the email will automatically register them to your team, upgrading their status in line with your team plan.

By following these steps, you can efficiently manage your team seats to ensure the right people have access to the resources they need. If you encounter any issues or have further questions, feel free to contact our Customer Experience Team for assistance.

 

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