All Collections
Charting
Transfer Ownership of Their Charts to an Employee
Transfer Ownership of Their Charts to an Employee

Here is how you can transfer full ownership of its client charts to an employee:

Patrick GOrendezvous avatar
Written by Patrick GOrendezvous
Updated over a week ago


1. Click on Charting from the left menu

2. Click on Sharing

3. Choose the employee you wish to assign ownership of their client charts

4. Click on Transfer full ownership of their client charts to this employee

*Be aware of the conditions involved in proceeding this feature. This action is irreversible and GOrendezvous will not be able to revert it.

5. Enter your password

6. Click on Continue


Did this answer your question?