Transferring Responsibilities Between Users

How It Works

• Go to Settings > Users
• Click Transfer Responsibility
• Select:
  • Source user
  • Target user
  • Data types (e.g. tasks, systems, processing activities)
• All affected items will now show the new user as responsible.

Two Ways In

There are two routes to the same transfer, and which one you want depends on what you are doing:

• Settings > Users > Transfer responsibility — the route described above, for moving responsibilities from one user to another in bulk.
• Settings > User Management > select the user — opens that user's responsibility overview, where you can see every area they are responsible for before transferring, and choose whether to move everything at once or one entity at a time.

Use the second route when you want to see what a person actually holds before handing it over — during offboarding, for example.

Related Articles

• User Management: Overview and Editing Users
• How to Create a New User