As a Global Administrator of your team, you can utilize the License Filter and Bulk License Assignment to seamlessly reassign users when transitioning to a new license plan during upgrades or renewals.

Nitro Sign supports Accounts, Contacts, Leads, and Opportunities out-of-the-box. Follow these instructions to add Nitro Sign to additional objects (custom).

Follow these instructions to quickly and easily set up the Nitro Sign for Salesforce app in your Salesforce org.

Suspending a user will prevent them from logging into Nitro and will block their access to Nitro products and services. Users can remain suspended for as long as needed, and can be restored at any point from within the Nitro Admin app.

As a Global Administrator for your team, you can reset passwords for any of the users in your team as outlined below.

Any pending user invites can be managed via the Invited users section in the Nitro Admin app.

As a Global Administrator of your team, you can invite other users to join your team via the Nitro Admin app. You can choose to invite each user on a one-off basis, or batch import a list of users using a .csv file.

As a Global Administrator of your team, you can edit the details of any users that have been added to your team account by following the steps below:

Deleting a user from your Nitro Sign team will permanently delete the user’s account and all of their associated files. Before deleting a user, make sure to download or transfer any of the user's files, as these cannot be recovered once the deletion process is complete.

Assigning roles to your users grants them additional permissions so they can help manage your team.

As a Global Administrator for your team, you can assign new licenses to users or remove existing ones.