Transfer Creator Role

To use the Transfer Creator Role feature, users must complete the Sign Up process first. The Creator role is automatically assigned to users who register for the first time. Detailed instructions on how to sign up can be found in the sign up.

On the Organization Settings page, scroll down to the Users Section, click More on the account with the Creator role, then select Transfer Creator Role.

Note : If the Transfer Creator Role option is not visible or cannot be clicked, it means there is no other user available in the organization.

To enable this feature, make sure there is at least one additional user in the same organization. You may need to invite another user or create a new role first before the Creator role can be transferred.

If the Transfer Creator Role option is not available, you need to add another user to the organization.Detailed instructions on how to add a user can be found in the create user.

After the additional user has been successfully created and verified, return to Organization Settings, click More on the account with the Creator role, and select Transfer Creator Role. The Transfer Creator Role option will now be available and can be used.

The system will display the Transfer Creator Role page, showing a list of users that can be selected as the role recipient.

Note:

1. As shown in the image below, if the Transfer Creator Role page displays the message No data available, it means there is no other user with an Active status in the organization.

2. Users with an Inactive status cannot be selected as the recipient of the Creator role.

3. Make sure the other user is active and verified. If not, perform Resend Verification first to activate the user account.

If the user is not active, you can perform Resend Invitation. Detailed instructions are available in the Resend Invitation.

After the account is verified and active, click More, then select Transfer Creator Role.

After all processes are completed, the Transfer Role Creator page will be displayed. Users can search for an account using the Search field or directly select the user account to transfer the role.

After selecting the user account to receive the role, click the Transfer Creator button to proceed.

If the transfer process is successful, the system will display the notification “Creator role has been successfully transferred”, and the user role will be automatically updated as indicated.