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Steps to Change Client Ownership

Step 1: Open the Client File

• Navigate to the client list and locate the client whose ownership you want to transfer.

• Click on Edit to open the client file.
  

  

Step 2: Select a New Owner

• Scroll to the bottom of the page.

• Click on the dropdown menu next to Owner and select the new owner of the account.
  

  

Step 3: Save the Changes

• Click on Save All Contact Information to update the client ownership details.

Step 4: Confirm the Ownership Change

• A pop-up window will appear asking for confirmation to proceed with the ownership change.

• Important: If you do not want to retain shared access to the client, uncheck the checkbox.
  If unchecked, the client will belong solely to the new owner and will no longer appear in your active client list.
  

  

Additional Notes

• If the client has been fully shared with another user, all transactions attached to the client will automatically transfer to the new client owner.

• If you only need to share a specific transaction with another user instead of transferring full ownership, please refer to this article: [Insert article link here].

Sharing or New Ownsership scenarios:

Scenario 1: Transferring Full Ownership of a Client

If you need to give another user sole ownership of a client, all transactions attached to the client will follow the new owner.

Steps to Transfer Ownership:

1. Open the Client Profile.

2. Click Edit to modify client details.

3. Scroll to the bottom of the Contact Page.

4. Locate the Owner dropdown menu and select the new owner.

5. In the pop-up window, uncheck the option “Keep sharing with me.”

6. Click Save.

📌 Note: Once ownership is transferred, only the new owner will have access to the client and its transactions.

Scenario 2: Sharing a Client with Multiple Users

If a client needs to be accessible by multiple users, you can grant sharing permissions.

Steps to Share a Client:

1. Open the Client Profile.

2. Click on Sharing.

3. Select Add User and choose the user(s) to share the client with.

4. (Optional) Set a Start Date and End Date for temporary access.

5. Click Save.

Removing Access:

• The user who shared the file can revoke access by clicking the trash icon in the Sharing section.

• The removed user will receive an email notification that they no longer have access to the client and related transactions.

Scenario 3: Partial Transfer of Transactions

If some transactions belong to both users but the majority belong to one, there are two ways to manage access:

Option 1: Transfer Ownership and Remove Access to Specific Transactions

1. Change Client Ownership:

   • Follow Scenario 1, but keep sharing enabled to maintain access.

2. Remove Access to Unnecessary Transactions:

   • The new owner should open the transactions that should not be shared.

   • Click the trash icon to remove the previous owner from those transactions.

📌 Note: This method ensures the new owner has full control while limiting access to only relevant transactions.

Option 2: Share Only Specific Transactions

If only certain transactions need to be shared, you can grant access to those transactions individually.

1. Open the Transaction File you want to share.

2. Click on Sharing and select the other user.

3. Repeat for each transaction that needs to be shared.

📌 Example: If there are 5 transactions under a client and 2 belong to another user, only share those 2 transactions. The other user will find them under their Shared Transactions section, still linked to the same client.

All shared transactions can be found in the Transaction Viewer by applying the Shared filter at the top of the page. Make sure to remove any status filters to view all shared transactions.

Additionally, you can customize your view using the Columns section to display relevant information, such as Client Name, Agent, Transaction Name, and more (up to 6 columns).

Need support? Reach out to us at support@nexone.ca