How to transfer an administrator's responsibilities

How to transfer an administrator's responsibilities

Transferring an administrator’s responsibilities does not transfer the administrator’s permissions, only their pending investigations and actions. This action should only be done when the administrator is being removed completely, rather than for temporary absences.

To transfer an administrator’s responsibilities:

  1. Click on the “Settings” page.
  2. Select “Users.”
  3. Search for the admin using the filter options.
  4. Click on the “menu dots” and select the “Transfer responsibilities” option.
  5. Add the new administrator’s name you wish to transfer to.
  6. The pop-up confirmation text will list the quantity and items that were successfully transferred.

 Administrator responsibilities can also be transferred for deactivated administrators:

  1. Locate the admin by selecting “Inactive” in the “Status” filter.
  2. Click on the “menu dots” and select the “Transfer responsibilities” option.
  3. Add the new administrator’s name you wish to transfer to.
  4. The pop-up confirmation text will list the quantity and items that were successfully transferred.


    • Related Articles

    • How to deactivate or reactivate an administrator

      Note: Before deactivating an administrator, you should transfer all the pending investigations and actions first, using the “Transfer responsibilities” option. To delete an administrator from the Incident package: Click on the “Settings” page. Select ...

    • How to update an administrator's locations

      An administrator may be responsible for one or more locations. If the locations are “sister” locations, i.e. at the same level within the organisation structure, the admin will need to be allocated to each responsible site. If the admin is ...

    • How to add a new administrator

      Based on your permissions, you will have the ability to add additional administrators. Admins should be setup with locations, permissions, notifications and reports. If you would like to create new administrators, please refer to the following ...

    • What are the different administrator permissions and what do they mean?

      Administrators can be given permissions based on the actions they will need to complete. These are found under “Settings > Users > Administrator Name > menu dots > Edit user profile > Permissions.” Permissions explanations: Unrestricted Access & ...

    • How to update an administrator's permissions

      Administrator permissions can be changed at any time by an administrator with “Unrestricted & System settings” access. To edit administrator permissions: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. ...