Is one of your employees registered on the platform about to leave your organization? In that case, you may transfer the contents of his/her account to the new person in charge of data.
This feature ensures that your organization does not lose any content concerning themes, offerings, and saved searches. In addition, your organization page will stay up-to-date even after the previous employee has left.
Follow these steps to transfer contents from the current account of someone about to leave the organization to a new account:
Case 1: The new person in charge of acquiring or monetizing data does not yet have an account
- In the “Member management” menu of the current user’s account, click on “Invite new members”, then:
- Enter the new employee’s business e-mail address, first name, and last name.
- Select the “Administrator” role.
- Send the invitation.
- Check the specified e-mail account, click on the link provided in the e-mail message from the platform, and follow the steps below.
Find out more about configuring members
Case 2: The new administrator already has an account
Using the new administrator’s account, go to “Member management” and:
Assign the “Contact” role to the member now managing the organization page.
Select the outgoing employee’s account in the list and click on the “Remove access” button. This action will automatically link the themes, offerings, and saved searches from the deactivated account to the new account.
