EmaiI Signature Platform - Help Center

How to move an account to a partner

Moving an existing Xink account to a partner login require approval by the end client.

Verify that the primary contact is correct as this is the email that receives the email notifications.

In your Xink account, click Preferences (top right hand) > Subscription:

The step-by-step automated email process

  1. We'll initiate the account transfer upon request by the partner
  2. The client receives an email 
  3. The partner (primary contact) gets pending status notification by email 
  4. The client approves
  5. The partner (primary contact) is notified by email
  6. The partner can see the account and can impersonate using one login 

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