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:
- Authorize User to use your objects.
- Delete a User.
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:
- Click Account > Users.
On the Users screen, click > Transfer Ownership Move Objects.
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.
Click Yes, when prompted to confirm.
A message appears confirming objects are transferred successfullymoved successfully.
Click Close to close the ownership window.
This moves objects from one User to another.