Users and User Management / Transferring ownership

When a user leaves or changes roles it is possible to transfer all memberships, security, Tasks and subscriptions to the user who will be taking over the role.

Note

It is NOT recommended to transfer document or folder ownerships. For further information refer Deleting vs Transferring of Users.

To transfer ownership of documents, folders and other assets to another user

• Navigate to the MAGIQ Documents Control Panel.
• Click Manage Users
• In the list that appears, select the user.
• Click Transfer ownership from in the left sidebar.
• This will launch the "Transfer ownership" window.
• In the "Transfer ownership" window

New Owner

Select the user who you want to transfer the below items to.

Library Memberships

All library memberships.

User Group Memberships

Membership of all user groups.

Library Management Roles

Any "Library manager" roles.

Permission Assignments

Any security permissions granted.

Workflow Roles

Roles defined in workflow definitions. Excluding supervisor role.

Existing Tasks

Existing tasks that are assigned.

ISO Review

Any document resubmits.

Checked out Documents

Documents the user has checked out.

Folder Ownerships

All folders the user has created.

Document Ownerships

All documents the user has created.

Document Subscriptions

All document subscriptions.

Folder subscriptions

All folder subscriptions.

Document expiration notices

All document expirations

See also

• Deleting vs transferring ownership