What Happens When I Change User Email Addresses?
This KB only applies to authorized Sales Cookie operators.
- Go to Debug > Change Email
- Complete the form
- Current Email = old email address of a user (MUST exist)
- New Email = new email address to switch to (this user may or may not already exist in Sales Cookie)
- Click on Change
Here are different scenarios and how they are handled:
- There are two different scenarios
- The new email is NOT in-use in Sales Cookie
- The user will have to perform a "Sign Up" action and choose a new password
- The user will have to accept Terms of Service
- The new email is already in-use in Sales Cookie
- The user can sign normally with their existing password
- Signing up or resetting credentials is not required
- Content associated with each user (ex: commission statements) will be swapped
- Content associated with the old email will appear under the new email
- Content associated with the new email will appear under the old email
- There is no way currently to merge 2 user accounts into one
- We do NOT recommend changing email addresses for users who log in via SSO (ex: Google / Microsoft / SalesForce)
- The behavior of changing email addresses is undefined
- User aliases are updated after changing email addresses
Related Articles
How Can I Change My Account's Email Address?
We do not support email addresses changes via self-service for the following reasons: To prevent possible abuse related to changing one's email address To prevent employees leaving their organization from taking confidential data with them To work ...
How Can I Change A User's Profile Picture?
Even if you are a workspace full admin, you cannot change a user's profile picture. Each user can change their own profile picture - learn more by clicking here.
How Can I Change My Password?
To change your password, you must reset your password. Here are the steps to change your password: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Account" tab Click on "Reset Password" Click on "Don't remember ...
How Can I Change The Application's Colors / Theme?
Here are the steps to change the application theme: Click on the user icon in the top right corner of the application Click on "Themes" Click on one of the color cards The theme should change Available Themes Current themes are just a subtle ...
Error: Email Not Verified
Applicability This error applies to the following situation: You are logging in via QuickBooks You have NOT verified your email with QuickBooks Impact This error prevents you from signing up to Sales Cookie. Explanations When logging in via ...