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 (Business to Business and IT to IT user).
Only Company administrator and IT User have the rights to transfer ownership.
To transfer ownership:
- Click Account > Users.
On the Users screen, click
> Transfer Ownership.
On the Transfer Ownership window, select the user from the drop-down list to transfer objects and click Transfer.
A message appears confirming objects are transferred successfully.
Click Close to close the ownership window.
