How to Transfer a Profile's Ownership

Please Note - Each of the Content sections are links you can click on to take you to that specific part.

Contents:

1. 1 About Transferring Profile Ownership
2. 2 Locating Profile Ownership Transfer Options
3. 3 Select the Profile You Wish to Transfer & Send Invitation
4. 4 Keeping Track of Project Transfer Progress
5. 5 Confirmation Emails - Person Transferring
6. 6 Confirmation Emails - Person Accepting
7. 7 Updated Dashboards - Once Transfer Complete

1: About Transferring Profile Ownership

Here you can transfer the ownership of one or multiple projects to another person identified by their email address. The system will automatically send an invite to the email address where they can accept the invite either by creating a new account or logging in with an existing account. The account must be registered with the invited email address.

Important things to note:

• The invitation will have an expiry date of your choosing from 24 hours – 7 days
• You still have access to the project until the new user accepts the invitation
• Once the new user accepts the invitation you will no longer have access to the project
• The only way to get access back is by asking that user to go through the same process
• You can cancel an invitation at any point prior to the new user accepting the invite

2: Locating Profile Ownership Transfer Options

Once you have signed into your account on aDoddle

1 Click on ‘Your Name’ aDoddle

2 In the dropdown list select ‘Transfer Profile Ownership’

3: Select the Profile You Wish to Transfer & Send Invitation

1 Select the profile/profiles that you wish to transfer  – click in the tiny checkbox to the left of the profile name

2 Add the email address of the person you wish to transfer the profile to

3 From the dropdown list you can select the number of days the transfer request is available

3.1 Choose the number of days you wish the transfer request to be available for

4 Send Invitation by clicking on the ‘Send’ Button*

*Please note that until the person accepts the transfer you are still in control of the Profile and if you change your mind, you can cancel the invitation – You will be able to see the progress of the transfer in your dashboard.

5 Confirmation message – you will now see a message in a green bar on the top of the page to confirm that the email has been sent.

4: Keeping Track of Project Transfer Progress

You will be able to keep track of your Project Transfer Status within the Transfer Ownership Dashboard

1 Projects Being Transferred: This is where the name of the Project you are Transferring will show

2 To: The email address you have sent the Transfer to

3 Status: The status of the Transfer Process

4 Created/ Expires: The dates of when the Transfer Process was started and when it either Expires or was Completed

5 Actions: You can select one of these links if you wish to either ‘Delete Transfer’ Process (you can only do this before it has been accepted) or ‘Resend Transfer’ invitation if it has expired.

5: Confirmation Emails - Person Transferring

Both you and the person that you have sent the transfer invitation to will receive emails during the process to confirm the stages, success or failure of the transfer. This is both for your information and as a security protocol to help ensure that the Transfer Process was started by you.

Example of Confirmation of Initial Transfer Invitation Sent:

Example of Confirmation of  Successful Transfer Completion:

Once the Transfer has been accepted you will receive an email to let you know the Transfer has been completed successfully

6: Confirmation Emails - Person Accepting

Both you and the person who sent you the transfer invitation will receive emails during the process to confirm the stages, success or failure of the transfer. This is both for your information and as a security protocol to help ensure that the Transfer Process was accepted by you.

Example of Invitation Request Email from Transferer

Example of Successful Transfer

7: Updated Dashboards - Once Transfer Complete

Transferer Dashboard now show the process as complete

Transferee now shows the accepted profile in the project dashboard: