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You can 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 Move the objects of a user to another user to:

You can move objects to another user of the same type (Business to Business User and IT to IT userUser).

Only a Company administrator and an IT User have the rights to transfer ownershipmove objects

To transfer ownershipmove objects:

  1. Click Account > Users
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  2. On the Users screen, click  > Transfer Ownership Move Objects.
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  3. On the Transfer Ownership Move Objects window, select the user you want to move objects from the drop-down list to transfer objects and click TransferMove.

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  4. Click Yes, when prompted to confirm.

  5. A message appears confirming objects are transferred successfullymoved successfully.

  6. Click Close to close the ownership window.Image Removed

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    This moves objects from one User to another.