Teams evolve and email addresses change as your business needs adapt. Not to worry, Dialpad ensures you are able to easily change a user's email address.
Let's look at the different ways you can change a User's email address.
Who can use this feature?
Office and Company Admins on all Dialpad plans can change email addresses through the open sign up. If you've signed up with a Google or Microsoft account, the Google or Microsoft Admin will need to make the changes.
G Suite & Office 365
If you are using the Google or Office 365, your Admin will need to make the changes to the existing account within your productivity suite.
Your Dialpad user will then log into Dialpad with the updated email address. As soon as they log in, the email address will automatically be added as the new email address in Dialpad.
The old email address will then be noted as a secondary email address on the user’s account.
To remove the secondary email address (the old email address), you’ll need to contact Customer Support.
You can change the email address from within Dialpad first (see the instructions a little further along in this article), however, it does not sync back to Google/Microsoft. Meaning, if you do it in Dialpad first, you’ll still need to have your Google/Microsoft Admin update the email address in the productivity suite before the user can log in.
If you did not use a Google or Microsoft account to sign up for Dialpad, your Admin will need to follow the steps below to change a User's email address"
- Navigate to ‘Office Settings’
- Select ‘Users’
- Select the User whose email address you need to change (use the search bar for speedy results)
- Select ‘Options’ (to the right of their account details) to access the drop-down menu
- Select ‘Admin’
- Select ‘Change email address’
- Enter the new email address
- Select ‘Confirm and save’
How come I can still see a User’s call and message history after their email has been updated?
Changing a user's email address does not delete the historic data, it only updates the User's email address. Meaning, all call and message history associated with the previous email address still exists.
Can I delete a User’s data before I change their email address?
Absolutely! If you need to delete a User's data prior to changing their email, we recommend first deleting the user and then sending an invite to the new email. Once an account has been deleted, any call metrics on your Analytics page will reset.