Changing the domain of a Wisestamp for Teams (2022) account

How do I change the domain of my account?

If you switch your domain provider or simply wish to make a change in your own domain name, you'll need to sync the new name with your WiseStamp For Teams account. This article shows you how to change the domain name for integrated and non-integrated accounts. 

Updating Domain Name: Non-integrated Accounts

If your account is NOT yet integrated with a corporate directory (Google Workspace or Azure AD), you can change the domain name by simply editing your domain settings.

To update your domain name: 

1. From the menu bar, select Domain Settings. 
   If your account has more than one domain, hover over the menu bar and open the domain list at the top. Then click the Settings icon in the row of the relevant domain.
   
   
   
   
2. On the right side of the Domain Settings page, click Edit.
   
   
   
   
3. In the popup that opens, update the domain name, and then click Save domain.
   
   
   
   The popup closes, and the domain name is changed. 

Changing the Domain of an Integrated Account

The domain name of an account that is integrated with a corporate directory cannot be changed by editing the domain settings. Instead, use one of the following workflows, depending on the need for the change:

• Switch domain provider: To change providers, disconnect the current integration and re-integrate with your new provider. Your account (company details, employees, etc.) will remain intact. For details, refer to Changing Your Domain Provider (below).
• Restart your domain:  This workflow is recommended when you are making a major change in your company, such as branding. It involves adding a new domain with its own company details, employee list and so on. You will be able to automatically save a selected signature and transfer it to the new domain. For details, refer to Restarting Your Domain. 

Switching Your Domain Provider

If you want to change providers (e.g., Google Workspace to Office 365), you can simply switch your integration from the old provider to the new one. All company details, employee data, signature settings, etc. will be saved.

To change your domain provider: 

1. From the menu bar, select Domain Settings. 
   Then, on the right side of the page, click Remove Integration. 
   
   
   
   
2. From the popup that opens, click Remove Integration. 
   
   
   
   
3. If you want to change the domain name, at the top of the Domain Settings page, click Edit. 
   
   
   
   Then, in the popup that opens, update the domain name and click Save domain.
   
   
   
   
4. In the Email Service section of the Domain Settings page, select the service relevant for your new domain. 
   
   
   
   Then, follow the instructions to reintegrate your account with O365 or Google Workspace.

Restarting Your Domain

This workflow should be performed only when your company is undergoing major changes. The process involves adding a new domain, and if necessary, deleting the old one. None of your account details will be saved. However, you will be able to automatically copy a signature from your old domain to the new one, so you won't need to worry about recreating your signature's details, design, and apps.

To restart your domain: 

1.  At the top of the menu bar, open the domain list and click Add a domain.
   
   
   
   
2. In the popup that opens, enter the name of your new domain, and then click Next.
   
   
   
   
3. At the top of the Company template window, select a signature to be copied to your new domain. Then, click Copy This Signature to The New Domain.
   
   
   
   If you prefer not to transfer a signature to your new domain, click Continue without copying any signature.
   
   
4. Next, you will be prompted to set up your new domain by providing company details and adding employees. 
   
   
   
   You can add employees in any of the following ways:
   - Manually complete employee details
   - Perform a CSV bulk upload  
   - Integrate your account with Google Workspace or Office 365
   
   
5. Once your new domain is set up, you can delete the old domain (if necessary) by clicking the relevant Trash icon.