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You can move objects (Transactions and Templates) Move the objects of a user to another user . Objects will be moved to to:

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

Only a Company administrator and an IT User have the rights to move objects. 

To move objects:

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

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  4. Click Yes, when prompted to confirm.

  5. A message appears confirming objects are moved successfully.

  6. Click Close to close the window.Image Removed

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    This moves objects from one User to another.