How can an existing user join another organization?
If you are currently using BoldSign with an existing account, joining another organization is not supported. If someone attempts to invite you to a new organization, they will receive an error message indicating that you cannot be added. It’s important to note that you can only be a member of one organization at a time. If you intend to join a different organization, you must first be removed from your current one.
The account administrator has the ability to delete their account from the business profile page. If a team member wishes to join another organization, it is the responsibility of the account administrator to remove them from the current organization. This ensures a smooth transition and proper management of membership within the organization.
Deleting your account
You should be the account admin to delete your account from the current organization. Follow the below steps:
- Go to the
Business Profile
page and click theProfile Details
section. - Scroll down to the bottom of the page and click the
Delete account
button.
- A confirmation pop-up will appear. Click the
Yes, delete
button to confirm.
- After the deletion process is initiated, the account will be deleted after seven days.
- If the account owner prefers to retain all data and documents associated with their account, they can transfer their ownership to another user before deleting the account. Once the transfer is successfully completed, the account can be safely deleted.
Deleting team admin or team member account
- To delete a team admin or team member account, navigate to the Users page, locate the specific user, and select the
Delete User
option from theContext
menu.
- Once the deletion process is completed, they will be able to join another organization.
- Refer to these links to learn more about how to transfer the account ownership and how to delete a user and transfer their documents to another user.