How do I migrate alerts and reminders from one admin user to another?

If you find yourself in the position where an admin user is leaving your organisation, but that user is also responsible for receiving alerts around document, policy or training expirations, or has a number of scheduled alerts for future events, you can migrate those alerts and notifications to a different admin user to ensure that no reminders go missing in the future.

To do this, go to the "Administration" section on the main menu and, when the administration menu is shown, click on the "Bulk Migrate Alerts" option.

On the page shown, select the admin user you want to migrate alerts from in the "Current" list, then select the user you want to transfer the alerts and reminders to in the "Change To" list and click on the "Continue" button to proceed.


Important: This process cannot be undone, so be sure to take care when selecting the users to transfer between.


You will then be taken to a confirmation page, showing the users you have selected where you can confirm that these are the users you to transfer alerts and notifications between. If both are correct, then check the box to confirm that you wish to proceed and click on the "Confirm and Migrate" button to complete the process.

After a second or two, you will be returned to the main menu with a confirmation message at the top of the page to confirm that the changes have been made.



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