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. 



    • Related Articles

    • Edit an admin role

      All administrator users are assigned an admin role which has a set of permissions assigned and determines their access. Administrators with the relevant access have the ability to review and update the permissions assigned to each admin role. This is ...

    • Adding a new admin role

      Based on your permissions, you will have the ability to add roles to assign against your administrator users. These roles will assist managing the access your admins have within your package. You will allocate a set of permissions relevant to the ...

    • How to execute a previously set up report

      You can easily set up and regenerate reports using the same filters as your previous reports. You'll be able to select only from the saved reports. Just follow the instructions below to get started! Executing a previously set up report Click on the ...

    • Deactivating an administrator

      You have the ability to deactivate an administrator user who no longer requires access to your package. This will generally be applicable if someone has left your business and you need to remove their access. Deactivating an administrator Sign in as ...

    • Assigning a role/permissions to an administrator

      Admin users must be assigned a role in order to access the product as the role determines what permissions and access the user has. Roles can be assigned by following the below instructions and can be revised at any point if permissions/access needs ...