How do I Transfer Files and ToDo Items from one user to another?

If you have a User who has left the Company, or you simply have people changing roles within the Company, you can simply transfer files and ToDo items from one user to another….IN SECONDS!

Both Users have to be in your User Table in the Utility Section.  So if a User is departing the Company please do not delete them.  If you have already deleted them you will need to add them back…..and their User Name will need to be EXACTLY what is was prior to the deletion.  This is how the system will recognize their files and ToDo items.

To make the transfer please follow these directions:

For Transferring Files

  1. Go to the Utility Settings Menu
  2. Click on Referral Table/Search and Replace
  3. Enter the previous Users User Name in the Old Name field
  4. Enter the new Users User Name in the New Name field
  5. Click the Global Search and Replace Button at the bottom of the screen

To Transfer ToDo Items click on the ToDoList Table/Search and Replace and follow the same steps.

Once all files have been moved you are safe to delete the departing user from the User Table.

We Have a User Leaving Our Team. Where do we start?

First things first.  You need to disable this Departing Users Login Information so that they can no longer access your Data.

  1. ASAP Notify Jennifer Joffe so she can disable the departing users access to the server and your data.  (**NOTE if you delete the user and do not notify us they will still have access to your data)
  2. Please open the departing users profile UtilitySettings/Users/RedUpdate Button.  Once the profile is open please change their User ID (used when logging in) and Password (used when logging in)
  3. DO NOT DELETE the user.  If you Delete the User Profile for the departing user you will no longer be able to search files using that users name.  We need to leave that user in-tact until we can move their files and to do items to another user
  4. You need to ask yourself ‘Did this user know the rest of our passwords?’  If so you will want to also change all current users passwords.  (Please see ‘How do I change my Password?’)

Once all of the security measures have been taken please move to our post on Transferring Files and ToDo Items.