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 Contact support below and complete the contact form, 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

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