Transferring Ownership

Items created in emfluence will be tied back to the Owner (i.e. the user who created them). This includes the contacts uploaded by that user, emails created by them, etc. It may become necessary to transfer ownership in bulk from one user to another (such as when an employee leaves your company). This option allows you to transfer ownership without having to first delete a user.To do this, you can make use of the Transfer Ownership button inside the System Users menu.

In the pop-up, choose the user you want to transfer ownership from and in the second dropdown choose the user who you want to transfer the ownership to. Once both are chosen, a list of items will be made available (based on what the first user owns). You can choose from any of the categories available (Contacts, Groups, Emails, SMS messages, and Social Messages) to assign them to the second user by checking the boxes for those items and the clicking the button to transfer ownership. This action cannot be undone.