{"id":3125,"date":"2018-11-28T16:45:15","date_gmt":"2018-11-28T16:45:15","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=3125"},"modified":"2019-01-25T19:45:33","modified_gmt":"2019-01-25T19:45:33","slug":"secure-your-account","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/secure-your-account","title":{"rendered":"Secure Your Account + Merge Accounts"},"content":{"rendered":"
Why do this: One of our most common errors<\/strong><\/span> is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and are confused and concerned when they cannot see their docs.<\/p>\n Solution: Set this up – it’s easy – you can still sign docs to yourself to test, and will avoid any confusion. If you don’t do this, you’ll probably be back on this page in a month, searching for the phase “merge accounts” – see below.<\/p>\n You’ll also help reduce the chance of getting locked out of your account.<\/p>\n HOW: – Easy… follow these steps (see image below)<\/p>\n <\/p>\n NOTE: You can disconnect this anytime by changing ON to OFF.<\/p>\n DEVELOPER TIP: This may be helpful for developers especially who want to turn over an account to the client.<\/p><\/blockquote>\n WHY THIS IS IMPORTANT:<\/p>\n A common need is to reassign an account to your client – i.e. you set everything up, then want to give it to your client once it’s verified working. If you have been logging in via Google or Facebook, you’ll want to disconnect these, and optionally connect your client’s social accounts if you have that info for them.<\/p>\n NOTE: We have planned the ability to log into a client’s account i.e. grant yourself “Delegated Access”, but we’re not there yet [Spring 2019] – it’s on the calendar.<\/p>\n Until we do, just\u00a0do this…<\/p>\n We get this a lot due to the above reasons – people sign a doc using their own other emails in order to see it work, which is great – but then it creates duplicate separate accounts.<\/p>\n How to Merge – Easy, but please do in this exact order. We do not have a merge accounts function… yet. To merge accounts please<\/p>\n <\/p>\n Why do this: One of our most common errors is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and …<\/p>\n Secure Your Account + Merge Accounts<\/span> Read More »<\/a><\/p>\nStep 1: Connect Login with Google and\/or Facebook.<\/h2>\n
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=== DEVELOPERS ===<\/h3>\n
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MERGE ACCOUNTS<\/h2>\n
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This article may help the following issues:<\/h4>\n
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