Transferring Ownership
Transfer documents, folders, and other assets from one user to another during role changes or employee departures.
When to Transfer Ownership
Scenario
Action
Employee departure Transfer all assets to replacement
Role change Transfer relevant assets to new role holder
Team reorganization Redistribute document ownership
How to Transfer Ownership
Click Control Panel
Click Manage Users
Select the user transferring assets
Click Transfer Ownership in the sidebar
Select the new owner
Check the assets to transfer
Click OK
Transferable Assets
Memberships
Asset
Description
Library memberships Access to document libraries
User group memberships Group affiliations
Roles
Asset
Description
Library management Library Manager roles
Workflow assignments Roles in workflow definitions
Permissions
Asset
Description
Security assignments Folder and document permissions
Work Items
Asset
Description
Existing tasks Pending assigned tasks
Checked out documents Documents currently checked out
Content
Asset
Description
Folder ownerships Folders the user owns
Document ownerships Documents the user owns
Subscriptions
Asset
Description
Document subscriptions Document notifications
Folder subscriptions Folder notifications
Complete Transfer
Employee Departure
Select all options to completely transfer all infoRouter assets from a departing employee to their replacement. This ensures continuity and prevents orphaned content.
Best Practices
Before Transferring
Identify the appropriate new owner
Review what's being transferred
Consider transferring in phases for complex transitions
Document the transfer for audit purposes
See Also