What this feature does and when to use it?
The Transfer Ownership feature allows you to transfer record ownership from one user to another within Recruit CRM. This helps ensure that important records are actively managed and assigned to the appropriate team member when users leave the organization, are deactivated, change roles, or when teams are being restructured.
Use this feature when:
• A team member leaves your organization and their records need to be reassigned.
• A user is deactivated, and you want their records transferred to an active user.
• You are restructuring teams and need to consolidate records under a different owner.
• You want to maintain continuity and ensure all records have an active owner responsible for managing them.
↔️ How to transfer the ownership of records in Recruit CRM?
Follow the steps below to transfer records from one user to another in Recruit CRM:
Navigate to Admin Settings and under Account Management, click Users.
Locate the user whose records you want to transfer.
• You can scroll through the user list
• Filter users by Active or Deactivated status
• Use the search bar to quickly find a user by name
Once you have found the user, click the Pencil option next to their profile.
On the Edit User tab, click on the Transfer button at the bottom right corner of the tab.
On the transfer screen, select the user who should become the new owner of the records.
Review your selection and click Submit.
Once the transfer is completed successfully, a confirmation message will be displayed.
After the transfer is complete, all records owned by the original user will be reassigned to the selected user, ensuring continued ownership and management of those records.
Troubleshooting
Problem: You are unable to access the transfer option.
Problem: You are unable to access the transfer option.
Likely cause: You may not be in the correct section or may not have access to Admin Settings.
What to check:
•Confirm you are in Admin Settings > Users under Account Management.
•Confirm you have the necessary access level to view and manage users.
Resolution:
•Navigate to the correct area and locate the user again.
•If you still cannot see the transfer option, contact your account owner or administrator for appropriate access.
FAQs
Can I transfer records from a deactivated user?
Can I transfer records from a deactivated user?
Yes. You can filter users by activated or deactivated status and then transfer records from either type of user.
How can I quickly find a specific user to transfer records from?
How can I quickly find a specific user to transfer records from?
Use the search bar on the Users page and type the user’s name, or apply filters based on their activated or deactivated status.
What happens after I click Submit on the transfer screen?
What happens after I click Submit on the transfer screen?
After you select the target user and click Submit, the records owned by the original user are reassigned to the user you selected.
Do I need to reactivate a user to transfer their records?
Do I need to reactivate a user to transfer their records?
No. You can transfer records from users regardless of whether they are active or deactivated by using the status filters.
Conclusion:
Transferring ownership of records in Recruit CRM helps you manage team changes without losing track of important data.
Hope this helps! :)