If your Sortd Team has been set up on an email address that you no longer want to use and you plan to use a new email account going forward, there is no direct way to change that. There is, however, a process that you can follow that will achieve the same thing.
Sortd teams are not limited to your domain, so you can share your Sortd data with any email address you want to. To 'migrate' to a new email account, here are the steps you would need to follow by way of example.
Let's say your team admin email account is x@gmail.com and you are moving to sales@x.com, follow these steps:
1. Add the new email address to your Sortd Team
From the original email account...
- Go to Account & Billing in the Sortd menu
- Click on the name of your Sortd Team in blue
- Admins > Add/Remove button
- Invite the new email address to the team (*see note below on billing implications)
2. Activate Sortd on the new email address
From the new email account...
- You will receive an invite email - install Sortd and log in
- You are now an admin on the Team
- Go to Account & Billing
- Click on the name of your Sortd Team in blue
* Billing implications: If you are on a monthly plan, any additional charges are pro-rated based. Since you have an additional user active for a short period of time before you remove the original email account, the charge levied for the additional user will be negligible. eg. If you leave both admins active for 1 day on the Essentials Plan the charge is around $15 x 1/30 - $0.50. In reality it will be less than that because you only need both emails active for a few minutes. The calculation will be made and the adjustment charged at the start of your next billing cycle.
* If you are on an Annual billing plan you will follow the same process but please contact customer support in advance so that we can pause your billing while you make the change. Like with the monthly billing plans the adjustment is charged on the next billing cycle but that will be up to 12 months away depending on where you are in your billing cycle.
3. Add yourself to the board you need access to
Still in the new email account...
- Go to Account & Billing in the Sortd menu and click on the Team
- Go to Boards & Access
- For each board click on Members and add yourself
- Confirm that you can see all of your Sortd data
4. Remove the original email address
Still in the new email account...
- Go back to Billing & Users
- Under Admins, click on Add/Remove
- Remove the original email address
- Under Users, click Add/Remove
- Remove the original email address
The original email address is is no longer a member of the team and the new email address is the Admin. Since the billing details are linked to the Team you don't need to worry about changing anything with that.