Moving assigned opportunities to a different user

OVERVIEW

Some user profiles only have access to opportunities where they are assigned as a Participant (sometimes labelled 'Panel Member').

There will be times when you need to move opportunity access from one user to another. For example, if a user is leaving, you may wish to move their opportunity access to their replacement. You can efficiently transfer opportunity access in bulk by using the 'Assigned Opportunities' tab within the user's profile.

STEPS TO MOVE ASSIGNED OPPORTUNITIES TO A DIFFERENT USER

1. Go to the user you wish to transfer the opportunities from:
   • In the left-hand menu, go to the 'Users' > 'Manage Users' (sometimes labelled as 'Configure Users').
   • Locate the user from whom you want to transfer the opportunity access. You can use the 'Filter Results' tool for quicker search.
   • Select the row corresponding to the user, then click 'Edit' in the List of Users Toolbar located in the top right-hand corner.
2. Access 'Assigned Opportunities' tab:
   • Within the user's account page, navigate to the 'Assigned Opportunities' tab.
   • This tab displays all opportunities where the user is a 'Participant,' granting them access to these opportunities.
   • Only opportunities created within the environment you are currently logged into will be listed. For instance, if you are logged into the 'Config' environment, you will only see opportunities created in the 'Config' environment.
   • The first column indicates the profile to which the opportunity was assigned.
   • The second column provides links to the opportunities for easy access.
3. Select opportunities to transfer:
   • Choose the opportunities you wish to transfer by selecting the corresponding rows in the list of opportunities assigned to this user.
   • You can use the 'Filter Results' box to locate specific opportunities or filter based on the profile the opportunity is assigned to.
   • You can select all opportunities in the list or on one page using the 'Selected' dropdown.
4. Select 'Move Contacts' button:
   • Once you've selected all desired opportunities, click the 'Move Contacts' button located in the top left-hand corner above the list.
      

     

5. Select the user to move to:
   • In the pop-up 'Move Contact' box, choose the user to whom you wish to transfer the opportunities.
   • You can use the soft search to quickly sift through the list by entering the user's first or last name.
   • If the person has multiple profiles, each profile will be listed separately. Choose the appropriate profile for access to the selected opportunities.
   • Click 'Move Contact' once you've selected the target user.
   • All selected opportunities will now be transferred to the new user and will no longer be accessible to the original user.