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Move records to another User (Change Owner utility)

Move Records to another user (Change Owner utility)

From time-to-time users leave or are replaced by other database users. For example one user leaves and is replaced by a new user who wishes to inherit ownership all their previous candidate records. In these cases it is common to want to move the "Owner" for their records.
The Influence database has a tool to help you do this.

When swapping records from one user to another it is best to do this logged in as the Admin (ADM) user. (Or a user with a high priority level and access to these features)


How to swap records from one user to another

Login as the user "ADM" (or a suitable high-priority user) and choose Maintenance>Tools>Change Owner Utility.
When the option opens, use the drop-down to select the type of record to move, then use the drop-down to select the previous/New owner

 

See the article about adding new users for more information about user records. (click to read article)

[Swap Records for users, move records to new user, user record move, new user after user has left, change owner]

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  1. Graeme Orchard

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