Is one of your employees registered on the Dawex platform about to leave your company? In that case, Dawex allows you to transfer the contents of his/her account to the new person in charge of data.
This feature ensures that your company does not lose any content concerning themes, offerings, and visible alerts. In addition, your organization’s Company page will stay up-to-date even after the previous employee has left.
Follow these steps to transfer contents from the current account of someone about to leave the company to a new account:
Case 1: The new person in charge of acquiring or monetizing data does not yet have a Dawex account
- In the “Member management” menu of the current user’s account, click on “Invite a new member”, then:
- Enter the new employee’s business e-mail address, first name, and last name.
- Select the “Administrator” role.
- Send the invitation.
- Check the specified e-mail account, click on the link provided in the e-mail message from Dawex, and follow the steps below.
Case 2: The new administrator already has a Dawex account
Using the new administrator’s account, go to “Member management” and:
Select the outgoing employee’s account in the list and click on the “Remove access” button. This action will automatically link the themes, offerings, and visible alerts from the deactivated account to the new account.
|Attention! Users who have open discussions with the deactivated employee will receive a message in their conversation thread inviting them to contact the new person.|