Transferring an account moves all responsibilities, including permissions, requests, managed users, Local Groups, and Supplier Lists, from one user to another. This is typically done before permanently removing or deactivating a user.
Prerequisites
Roles/Permissions: Super Admin, Local Group Administrator (who owns the group the user is in), or Local Group Manager (if set to manage the user).
Steps to Transfer a User's Account
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Navigate to the user management area:
Super Admin or Local Group Admin: Select Admin Tools > Local Groups and Users.
Local Group Manager: Select Admin Tools > Manage Buyers.
Locate the relevant group.
Click the blue numbered button in the relevant column to view the staff members in that group.
Click the three vertical dots next to the staff member whose account you want to transfer.
Select the Transfer this account to another user option in the pop-up menu.
Select the other user you would like to transfer the account to.
Select what will happen to the original user's account once the transfer is complete. Options include: deactivate the account, delete the account, or do nothing to the account.
Click on the Transfer button to complete this process.
Results / Validation
All of the original user's responsibilities and historical data are transferred to the selected recipient user. The original user's account status is updated based on your selection in Step 7.