The feature ‘Transfer Ownership’ under the Settings tab allows the manager to transfer the records from one user to another user.
The below resources/assets owned by the user will be transferred to the other user upon clicking the ‘Transfer Ownership’ button. By default, all the checkboxes will be selected.
- Email Templates
Below you can find the steps to transfer records (resources/assets) from one user to another within a team:
- In the Cadence » Settings tab, click on the Transfer ownership button.
- After the Transfer Ownership window pops up, select the desired users from the 'From' and 'To' fields.
■ From – Select a user from the dropdown from whom the records have to be transferred
■ To – Select a user from the dropdown to whom the records have to be transferred
NOTE: Users associated with the manager will only appear in the dropdown lists above, so data can only be transferred between team members.
- Click Save to transfer the ownership. The records will be transferred to the selected user.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.