Always make sure
that the user data to be moved does not include confidential information
to which the receiving user should not have access before performing a
user transfer.MeetingBooster lets you transfer user data such as meetings and tasks from one user to another. This is a quick and easy way of making data from one user available to another, for example if a user replaces another user on a project and needs to have access to meetings and tasks in connection with that project, or if a user account is scheduled for deletion and you want to move all important information to another user account first.
Always make sure
that the user data to be moved does not include confidential information
to which the receiving user should not have access before performing a
user transfer.
Click Settings
and select Admin.
Click
User Data Transfer in the menu.
Select
the user whose data should be transferred, and select the user who is
to receive the data.
Select
the data types that are to be transferred between the selected users:
Past
meetings where the original user was an attendee or the organizer. The
new user is given viewing access to the minutes of these meetings. The
past meetings are not deleted from the original user.
Future
meetings where the original user is an attendee or the organizer. The
new user is made an attendee or organizer of these meetings as appropriate,
and the original user is no longer associated with the meetings.
Meeting
series where the original user is a member or the organizer. The new user
becomes a member or organizer of these meeting series as appropriate,
and the original user is no longer associated with the meeting series.
Open
tasks assigned to or created by the original user. The tasks are assigned
to the new user and are no longer assigned to the original user.
Projects
where the original user is a member or the project owner. The new user
becomes a member or project owner of these projects as appropriate, and
the original user is no longer associated with the projects.
Some data types may
not be available for selection because the data types in question do not
exist for the original user. For example, there may be no past meetings
where the original user was the organizer, or no open tasks assigned to
the original user. Also, the security roles of the new user may limit
the data types that he or she can receive. For example, the new user may
not have permission to create meeting series and therefore cannot receive
meeting series where he or she is the organizer. If this is the case,
a warning message is shown in red, and the new user gets attendee or member
access to the meetings, meeting series or projects instead. For more information
on security roles, see "Understanding
security roles".
Click
Start Transfer.
All selected user data types are transferred from the original user to the new user.