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You can modify the details of a User specified while sending an invitation. This might be necessary for the following situations:

  • User details have been changed.
    • Assigning different role assigned to the User. 

    transfer the ownership of the objects (Transactions and Templates) of a User to another User. Ownership of the objects will be transferred to the same type of user (Business to Business and IT to IT user).

    Only Company administrator and an IT User can modify user details.  

    Info

    You can modify the details of an Inactive User only. For information on how to change the status of a User, refer to Deactivating a User.

    To edit User detailshave the rights to transfer ownership. 

    To transfer ownership:

    1. Click Account > Users. 



    2. On the Users screen, click  > Edit Transfer Ownership.
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      Info
      If you attempt to edit details of a User with an Active status, you will be prompted to deactivate the User. Deactivate the User first then edit details.
      On the Edit User Detail window, edit the details and click Save.
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      InfoYou cannot modify the name of the Company and email ID of a User.

       

    3. On the Transfer Ownership window, select the user from the drop-down list to transfer objects and click Transfer.