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Transferring Ownership of a SideDrawer from the Console

You can now quickly do this right through the Console screen

Support avatar
Written by Support
Updated over 11 months ago

Note, that if you do not own the SideDrawer, you cannot transfer the ownership.

Step 1: Navigate to the Accounts.

  1. In Console, Navigate to Accounts.

  2. Select SideDrawers.

  3. Search for the SideDrawer you are looking to transfer

  4. Select the action buttons next to the SideDrawer (three dots) you are looking to transfer.

  5. Select the Transfer Ownership of this SideDrawer.

Step 2: Transfer the SideDrawer

6. First, Add the Email and Name of the new Owner. Existing SideDrawer Owners will be available as drop down options to reduce typos

7. Last, add the new relationship you will have with the SideDrawer (ex. Financial Advisor or SideDrawer Sponsor). You can use recommendations from SideDrawer or type in your own

8. You can now transfer ownership. If the new owner is not a registered User, they will be able to register to access the SideDrawer. If the new owner is a registered User, they will be sent an email informing them of their new SideDrawer.

Question: Why did I get an error?

If you are not the Owner of the SideDrawer, you cannot transfer ownership of it.

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