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You can follow these steps to transfer data between members:
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To transfer all or some data from one team member to another:
Select the team in the side bar.
Select the members.
Choose share Select the transfer activities icon next to the member whose data you want to transfer from.This will take you through a guided process of transferring activity ownership
If you need to change the member you selected, choose the back button, otherwise choose Next.
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.
choose whether to break or keep owned chained activities. Then select Next.
Choose activities to transfer:
To transfer all activities, select the box at the top left
OR transfer only specific activities by selecting the box next to the activities you want to transfer.
Change the number of activities to display from 5 to 100 items per page
Move through pages by selecting the left and right navigation arrows.
Select Next.
Choose the team to transfer the activity/activities to by scrolling and clicking or by typing the name in the selector bar and then clicking the correct team. Select Next.
Choose what happens to contributors:
Include contributors in the transfer
OR exclude contributors in the transfer
Select Next
Choose what to do with unowned chained activities:
Break activity chains
OR keep activity chains
Select Next
Choose team member to transfer activities to:
Select the team member that is auto chosen.
Click the x to remove the auto chosen team member.
Scroll or search for the name of the team member you want to transfer the activity/activities to.
Select the correct team member.
Click Choose member.
Select Next
Confirm transferring activities.
This cannot be undone.
If you need to undo the transfer, you may follow these steps from the beginning.