Users and User Management / Transferring ownership

Ownership of MAGIQ Documents assets may have to be transferred from MAGIQ Documents user to the other. Employee turnover or change of roles may be examples of why this may be needed.

To transfer ownership of documents, folders and other assets to another user perform the following:

  1. Click on the "Control Panel" link.
  2. Click on the "Manage Users" link located in the MAGIQ Documents Control Panel.
  3. In the list that appears, select the user.
  4. Click "Transfer ownership" link located in the left sidebar.
  5. This will launch the "Transfer ownership" window.

In the "Transfer ownership" window, select the new owner.

The new owner will be the [new] owner of the items you select to transfer.

MAGIQ Documents assets that can be transferred are the following:

  • Library memberships

    This option will transfer all library memberships to the selected user

  • User group memberships

    This option will transfer the membership of all user groups to the selected user.

  • Library management

    This option will transfer any "Library manager" roles the original user may have to the selected user.

  • Security assignments

    Any security permissions granted to the original user will be transferred to the selected user.

  • Workflow assignments (roles)

    Any roles defined in workflow definitions will be transferred to the selected user.

  • Existing tasks

    All existing tasks that were assigned to the original user will be transferred to the selected user.

  • Checked out documents

    Any documents the original user may have checked out will be transferred to the selected user.

  • Folder ownerships

    Any folder ownerships will be transferred to the selected user.

  • Documents ownerships

    Any document ownerships will be transferred to the selected user.

  • Document subscriptions

    Any document subscriptions will be transferred to the selected user.

  • Folder subscriptions

    Any folder subscriptions will be transferred to the selected user.

If you select all the options outlined above, you will effectively transfer all MAGIQ Documents assets from the original user to the selected user. This option is usually chosen in cases where an employee leaves the company. The selected user (whether new or existing) will inherit all the MAGIQ Documents assets owned by the original user