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How to Transfer Filio Account to a New Email?

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Filio Web App - Account and Company Setup /

How to Transfer Filio Account to a New Email?

Filio Web App, Account and Company Setup

Estimated reading: 1 minute

How to Transfer Filio Account to a New Email?

Transferring your Filio account to a new email is a simple process to update your login details. Follow this guide to make the change smoothly.

Steps to Transfer Account to a New Email

Follow these steps to update your account with a new email address.

Step 1: Log In and Access Users

– Log in to your Filio web account.
– From the left sidebar, click the “Users” option to open the user management page, showing your list of users.

Step 2: Edit User and Update Email

– In the user list, find your user account and click the edit icon (a square with an arrow) next to it, located beside the trash icon, to open the edit popup.
– Go to the “User Information” tab, locate the email field, and enter the new email address.
– Click “Save” to apply the change. The account will now be linked to the new email.

Tips and Warnings

Make the transfer easy with these tips and key notes.

  • Verify the new email before saving to avoid login issues.
  • Log out and back in with the new email to confirm the update.
  • Update any linked devices with the new email for seamless access.
  • Only the account owner or a Super Admin can change the email, so make sure to check your permissions.
  • After saving, the old email will no longer access the account.
  • Notify your team if this is a shared account to avoid confusion.

Secure Your Filio Account with a New Email Today!