Transfer Records Without Breaking a Sweat

Hello! Holly from JobAdder Support here. I’m going to give you some information on transferring records from one user to another.

From time to time you may have a user leave, or roles and responsibilities can change.  For example Mary goes on maternity leave and Sally steps in to pick up their work for a period of time. The great news is that JobAdder has a feature that allows you to easily transfer ownership of JobAdder records from one user to another.

Transferring one User’s files to another User can be done a couple of ways:

Bulk Transfer – This can be done by going to Admin > Maintenance > Transfer Ownership.
Please note, this option will transfer all the files under the selected file type.

Here are some screenshots:

1. Go to Admin
   
   
2. Go to Maintenance > Transfer Ownership
   
   
3. Select “Make a Transfer”
   
   
   
4. Select Old Owner > Select New Owner > Select Files > Start Transfer

You can also transfer ownership from within a Record

This allows you to transfer specific records, rather than all records like you would in the Bulk Transfer. Simply go to the Record you would like to Update > Edit > Change the Owner > Save Changes.

Here is an example of changing a Job Record:

1.  Open your Job Order > Select “Edit”
   
   
   
2. Select the new Owner from the dropdown > Save Changes
   
   
   

You have now transferred files from one user to another, just like that!
You can always reach out to your Support Team with additional questions as well. We look forward to hearing from you.

Cheers,
Holly

Image Source: pixabay.com