Can I transfer an entry to another user?

 

Sometimes you may wish to transfer an entry to another user, when, for example, the original entrant has left the company. To do this, complete the following two steps.

1. Add the new user to the program
2. Transfer the entry to the new user

1. Add the new user to the program

Go to Users and click the New user button at the very top. Then type in the details for the new user including a 8 character password and make sure you give them the Entrant account role.  

entrant.png

2. Transfer the entry to the new user

Go to Entries > Manage entries and click on the entry you wish to transfer. Then click the Edit entry button at the top and type the new user's name in the Entrant field to assign it to them.

 

entrant2.png

Click Save + close and that's it!

Tip: You can also use this method to create an entry on behalf of an entrant and assign it to them