Transfer work items
The Transfer action allows you to move ownership of one or more work items from your home folder to the home folder of another user.
This feature is useful when a colleague takes over responsibility for certain analyses, dashboards, or other work items, or when you need to hand over ownership before leaving a project or team.
You can transfer several items at once, with a maximum of 100 items per transfer. Only individual work items can be transferred, folders cannot be included in a transfer.
During the transfer, you have the option to retain Manage permission on the items you transfer. This allows you to continue managing and accessing those items even after ownership has changed.
In the Work Organizer, as the Owner, you can transfer either a single work item or multiple work items at once.
A transfer is available for all work items in your home folder. When you perform a transfer, you move work items from your own home folder to the home folder of another user. This action changes ownership, as you are the owner of all resources within your home folder.
Transfer is only available for work items, not for folders. You can transfer up to 100 work items at a time.
Transfer a work item
Select the work item you want to transfer.
Open the Actions menu and choose Transfer.
The Transfer modal will appear.
Search for and select the user you want to transfer to.
Enter the folder name where the transferred item(s) will be placed. By default, this is your username.
A new folder is created each time you perform a transfer, and it will be created inside the home folder of the receiving user.
Select whether you want to retain Manage permission on the transferred item(s).
This option is useful if you still want to work with the item after transferring ownership. If you do not select this option, the item will be fully transferred, and you will lose access to it. The new owner will then need to share the item with you again if you require access later.
Click Continue.
A confirmation window will appear, showing an overview of the transfer you are about to perform.
Confirm by clicking Transfer to execute the action.
Once the transfer is complete, you will see a toast message: "Transfer successful. Item successfully transferred to [user]"
The user you shared your resource with receives a clickable notification.
For most work item types, you can also transfer items directly from within the individual item itself.
Open the Actions menu and choose Transfer.
Follow the same steps as when Transfer work items in Work Organizer.