Transferring users

When a user moves to a different business unit within the company, you can transfer the user to another business unit.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

Procedure

  1. From the navigation tree, select Manage Users.
  2. On the Select a User page, complete these steps:
    1. Type information about the user in the Search information field, select an attribute from the Search by list, and then click Search.
    2. In the Users table, select the check mark next to the full name of the user you want to transfer. You can select one or more users to transfer.
    3. Click Transfer.
  3. On the Business Unit page, complete the following steps:
    1. Type information about the business unit in the Search information field, select an attribute from the Search by list, and then click Search.
    2. In the Business Units table, click the radio button next to the business unit to which you want to transfer the user. Click OK.
  4. On the Confirm page, review the users and their accounts. Optionally, select a date and time to do the request, and then click Transfer to submit your request.
  5. On the Success page, click Close.
  6. On the Select a User page, click Close.