Transferring Account Ownership to a Team Member

Transferring account ownership requires coordination between the current owner and the new owner. This is because Xodo Sign cannot use the same email address as both a Team Member and an Account Owner simultaneously.

Step 1: The new owner cancels their existing Xodo Sign account

If the new owner already has a Xodo Sign account, they must cancel it first to free up their email address.

1. The new owner logs in to their current Xodo Sign account.
2. Goes to Account and clicks Cancel Account.
3. When asked for a reason, select "Other" and enter "Ownership Transfer".
4. Confirms the cancellation.

Note: If the new owner does not have an existing Xodo Sign account, skip Step 1.

Step 2: The current owner updates the account email

1. The current owner logs in and removes the new owner from the Team section (if they're currently a team member).
2. Goes to Account > Account Details.
3. Updates the email address to the new owner's email.
4. Saves the changes.

The new owner will receive a confirmation email. Once confirmed, the transfer is complete.

After the transfer: Update signatures

The new owner should update their saved signatures in User Settings to reflect their own identity. Any old signatures from the previous owner should be removed to avoid issues during document signing.