AutoQuotes Tech Tuesday – Changing Project Ownership

How to change Ownership on a Project?

Building on the information given in last week’s tech-tip, there are times when an admin user will need to move all the projects from one user’s account to another instead of simply sharing them. This can occur when a user leaves a company and another user is taking over the previous user’s work. Project ownership offers the solution when this is required. This differs from project sharing in that the actual projects are ‘moved’ from one user’s account to another’s instead of ‘shared’ across accounts. This causes the projects to appear under the new owners ‘My Projects’ filter, and gives the new owner complete control of the project as if they had created it themselves. To change the owner of a project simply follow the steps outlined below. Please note, only admin level users can change project ownership.

1. Locate and select the project(s) in which you wish to change the ownership.

 

2. Right-click on the selected project(s) and choose ‘Change Project Owner’ from the pop-up menu.

3. Select the new owner.

4. Click the ‘OK’ button to apply the changes.

That’s it! The selected project(s) are now owned and have been moved to the selected user’s account.

For more detailed information, see the complete article here.

ABOUT THE AUTHORJudist Crews is the Manager of Technical Support at AutoQuotes. With 32 years of IT experience and 10 with AQ, Judist is a whiz at answering customer questions, troubleshooting and resolving technical issues. You may have seen him out and about, training and talking to customers at buying groups or other industry events. He is a Highest Honors graduate from ITT Tech with an AA in Electrical Engineering Technology. Other accolades include:

 – ISCET Certified
 – A+ Certified
 – Apple Certified Desktop Technician
 – Solaris Administration Certification