How do I remove a user and transfer their records to someone else?
Teams experience changes in staff for many reasons, but even though they are no longer with the team, their work may need ongoing management or their communication with donors needs to continue. In this case, Admin users can edit their team settings and remove a user from their platform. Removing a user will revoke their access from this account and prevent them from managing records they owned or had been given access to. When removing them, you have the option to transfer their owned or shared records to another team member with an equal or higher user level.
The types of records that will transfer 'ownership' are: lists that were owned or shared with them, calltime lists owned or shared with them, scheduled exports for which they were a recipient, and contribution forms they managed
To remove and transfer their records:
- An admin user will select the Manage Team option from the main menu of their CRM
- From the Team Members tab, identify the user slated to be removed from the platform
- To the far right on the same line as their name, click the three dots and select Remove
- From the righthand slideout, the admin user can choose from a list of eligible users to transfer records. This will transfer the removed user's lists, calltime lists, scheduled exports, and forms to the selected user.
- Select the red Remove Team Member button to finalize your selection.
