All Collections
Product & Features
Transferring ownership of records
Transferring ownership of records

This article will help you transfer ownership of records from active or deactivated users to other users on your team.

Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Transition management is something that needs to be handled with great care. You don't want candidates and clients to go unattended!

Don't stress out if a user leaves your team!
You can transfer their records to another teammate in seconds :)

Follow the steps below to transfer ownership:

Step 1: Go to "Admin Settings"
Step 2: Click on Users

Step 3: Click on the pencil icon against the user whose records you want to transfer. This could be a Deactivated user.

Note: You can filter out users based on their status - Active or Deactivated, also, you can search for users by name using the search bar.

Step 4: Click on the "Transfer" button and use the dropdown to transfer records to any other user.

You'll get a success message once the transfer is successful!
This should take seconds :)

Happy recruiting :)

Did this answer your question?