How to Transfer Team Members to a new Manager
Transferring direct reports ensures a seamless transition of team members when a manager changes their role. Here’s the process:
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Access Manage Users:
- In More Options from the left menu bar, go to Users > Manage Users.
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Transfer Direct Reports:
- Locate the manager’s card and select Property Settings.
- Use the Transfer Direct Reports function to move direct reports of this user to another user.
