Transferring Units from One Account to Another
The transfer of units is available only for accounts with dealer rights.
The user can transfer units:
- from his or her account to a subordinate one;
- from one subordinate account to another which is on the same level with it;
- from one subordinate account to another which is lower than it in the hierarchy, and vice versa.
The Units and Create units services should be activated in the properties of the account to which you want to transfer units. The account should not be blocked.
To transfer units, you should have full access to the units and users. Also, the account creator should have full acces to the units that should be transferred to this account.
To transfer units to another account, follow the steps below.
- Open the Units section.
- Click on the Switch account icon ().
- In the left list, select units you want to transfer to another account. To find the required unit, use the dynamic filter above the list.
- Move the selected units from the left list to the right one by double-clicking or using the icon .
- Choose the account to which the units should be transferred. The drop-down list shows only those accounts to which you can transfer all the selected units.
- Click OK.
As a result, the account and creator of the transferred units are changed as well as the number of created and available units in both accounts.
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