There are some situations when activities will need to be transferred from one member to another within the same workspace. Such cases include:
activities were entered under the wrong account
a member moves teams or workspaces
a detached member’s activities need to be transferred to a member who has an account
You can follow these steps to transfer data between members:
Select the team in the side bar.
Select the members.
Choose share icon next to the member whose data you want to transfer.
This will take you through a guided process of transferring activity ownership.
Follow the guided steps:
Check that the Team Member is the one whose data you want to be migrated.
Select next.
Choose to break or keep activity chains.
If you choose “Break the activity chains”, activities will be detached from their parent activity id chain. This only applies to activity chains with parent activities that the Team Member owns.
If you choose “Keep the chains”, activities for owned activities will remain intact. This only applies to activity chains with parent activities that the Team Member owns.
Select next.
Choose all or some activities to transfer.
Select the box at the top in order to select all activities associated with this member.
Alternatively, you can select only some of the activities to transfer and keep the other activities owned by the original member.
Select next.
Choose the team that the member who will receive the data is on. You can scroll to find the team or type the team name.
Select next.
Include or exclude the activity contributors.
Including contributors keeps the activity contributors on the activities. These contributors can still see the activity but will be unable to chain from these activities.
Excluding contributors does not keep the activity contributors on the activities. These contributors will no longer have access to that data.
Select next.
Choose to keep or break unowned chained activities.
Breaking activity chains will detach activities from their parent activity id chain. This only applies to activity chains with parent activities that the Team Member does not own.
Keeping activity chains will keep the chains for owned activities intact. This only applies to activity chains with parent activities that the Team Member does not own.
Select next.
Choose the team member to transfer the data to by selecting the member that appears.
Remove the member that is auto-selected if that is not the correct member.
Add the correct member by scrolling or typing the Team Member’s name.
Select choose member.
Select next.
Confirm the data transfer and acknowledge that the changes cannot be undone by selecting Transfer Data.
A confirmation message will appear if the transfer was successful.