How to complete an admin transfer

How to complete an admin transfer

An admin transfer is the action of transferring any records one administrator is responsible for to another administrator. When deactivating an admin user, we recommend to transfer the records to another admin. This ensures records are assigned against an active admin and actions can be taken over by the relevant administrator.

Adding administrators

  1. Sign in as an "Admin":
  2. Select “Auditor” module from the below options:
  3. Once logged in, select “Settings” > “Location & Admin”:
  4. Locate the administrator you wish to transfer data from and select the “Admin Transfer” icon:
  5. Within the “Transfer Admin” screen, search for the administrator you wish to transfer the data to. Once the administrator has been chosen, select “Transfer” to complete the transfer:

    Please note: The person must be a user within the system to appear in the transfer dropdown.

Once the transfer has been completed, the data and responsibilities will now be assigned to the selected administrator. 



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