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How to Transfer Responsibilities from One User to Another
How to Transfer Responsibilities from One User to Another
Basman Abu Gazi avatar
Written by Basman Abu Gazi
Updated over 2 weeks ago

When a new team member joins and takes over the responsibilities of an existing user who is leaving or transitioning to a different role, it's important to properly update the system. This process includes adding the new user, removing the old user, and transferring their responsibilities to ensure a seamless transition.

Add the New User

Before transferring responsibilities, the new user must be added to the system.

Steps:

  • Click the Add New User button

  • Fill in the required details below and click submit. The new user will be notified via SMS/Email and will be able to log into Visitt immediately.



Remove the Leaving User and Transfer Responsibilities

Once the new user has been successfully added, you can go ahead and remove the old user. During this process, you will also be prompted to transfer their responsibilities to the new user if you like.


Steps:

Click on the user to open their profile, then scroll down and select Remove User from a Property

⚠️ Note: Removing a user will revoke their access to the Property

A dialog box will appear, showing the user's current responsibilities (such as open work orders and inspections).

  • Select the new user to transfer these responsibilities to.

  • Click Submit to confirm the transfer and removal of the old user.

Once completed, the new user will have full access to the assigned responsibilities


Thanks for reading! Let us know if you have any further questions—we’re here to help😊

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