Reassign records to a new user

Chris Horroll
Chris Horroll
  • Updated

Below is a list of the information you'll need to provide to our Support team, in order to reassign existing records from one user to another in Jupix.

Click Submit a request below to open up the contact form where you can submit a ticket to the support team, making sure you include:

  • The name of the user you want to transfer the records from
  • The user you want to the reassigned the records to
  • Which records you want to transfer

The records that can be transferred are:

  • Applicants
  • Properties
  • Third Parties
  • Appraisals
  • Viewings
  • Offers
  • Sales
  • Applicants
  • Tenancies
  • Inspections
  • Scheduled Calls

Related articles:

Manage users

Create a new user

Manage user permissions

Accounting Level permissions