Changing Your Email Address

This guide will walk you through the complete process to ensure a smooth transition while maintaining uninterrupted access to your account and data.

1. Access Team Settings

Navigate to Team Management on the desired portal, like in the screenshot below. You can also do this by clicking your profile icon in the top-right corner, and selecting the Team Management option from the dropdown menu.

2. Add New Email

In the Team Management, enter your new email address into the Invite Member field and click the invite button.

3. Verify New Email

After sending the invite, check that your new email appears in the team list. Its status should be “Pending” until it’s accepted.

4. Confirm New Email

Open the inbox of your new email address, find the invitation email from Appzi, and click the link to accept and verify the account.

5. Transfer Ownership

Back in the Team settings, find your new email in the list. Click the arrow-down icon next to it and choose Transfer Ownership to make it the account owner.

6. Remove Old Email

Once ownership has been transferred, find your old email in the list, click the menu next to it, and select Leave Portal to remove it from the account. Or, if you’re logged in with your new email, you can delete your old email the same way, as shown in the screenshot below.