Changing Emails
The critical difference between user-level and account-level email changes
Changing Emails
There are two places you can change an email address in Propriotec, and they do completely different things. Getting this wrong causes real problems for your traders.
The Two Options
Option 1: User-Level Change
Location: User view → Edit User → Email field
What it does: Changes the email for the person. All their accounts stay linked to them under the new email.
Use when: The trader wants to update their email address across everything.
"I don't use that old email anymore, please change it to my new one."
Result:
BEFORE:
[email protected] → Accounts #123, #124, #125
AFTER:
[email protected] → Accounts #123, #124, #125Same person, same accounts, new email address.
Option 2: Account-Level Change
Location: Account view → Edit Account → Email field
What it does: Unlinks that specific account from the current user and attaches it to a different user (existing or new).
Use when: Transferring ownership of a specific account to a different person.
"I want to give this account to my friend."
Result:
BEFORE:
[email protected] → Accounts #123, #124, #125
AFTER:
[email protected] → Accounts #123, #124
[email protected] → Account #125Account #125 now belongs to a completely different user.
Scenario Guide
Warning Signs You're About to Make a Mistake
Stop if you're doing User-level but only want to affect one account: → You probably want Account-level change.
Stop if you're doing Account-level but the trader said "update my email everywhere": → You probably want User-level change.
Stop if you're unsure: → Ask the trader to clarify before making changes.
Visual Reference
User: [email protected]
├── Account #123 (50k Challenge)
├── Account #124 (50k Challenge, Phase 2)
└── Account #125 (100k Challenge)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SCENARIO A: "John wants to change his email"
Action: Edit USER email → [email protected]
Result:
User: [email protected]
├── Account #123 ✓
├── Account #124 ✓
└── Account #125 ✓
All accounts follow the user to new email.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SCENARIO B: "John wants to give #125 to his friend"
Action: Edit ACCOUNT #125 email → [email protected]
Result:
User: [email protected]
├── Account #123 ✓
└── Account #124 ✓
User: [email protected]
└── Account #125 ✓
Only #125 moves. John keeps his other accounts.This is one of the most common admin mistakes. Always double-check which level you're editing before saving.
Quick Decision Tree
Trader wants email changed
│
▼
┌─────────────────────────────────┐
│ Should ALL their accounts │
│ use the new email? │
└─────────────────────────────────┘
│ │
YES NO
│ │
▼ ▼
USER-LEVEL ACCOUNT-LEVEL
(Edit User) (Edit Account)