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How To Transfer A Project To Another User

Estimated reading: 2 minutes 72 views Contributors

If you need to transfer a project to another user, we can do that for you. To do so:

  • Submit a ticket with the following information:
    • The fact that you want a project moved from one account to another.
    • The name of the account the project is currently in.
    • The name of the project.
    • The name of the username for the account you want the project moved into.

Facts to know about moving projects:

  • The account you are moving the project into must be the same tier or higher than the tier the project is currently in.
  • If the project is moved into a tier III or IV account, it will be moved irrevocably into that higher tier.
  • A project in a Tier III or IV account will never be able to be down-graded to a lower tier (this is the case whether the project was moved from project to project or simply in an account that was upgraded to a higher tier)
  • There is currently no way to share access to projects on a project by project basis. If you need others to be able to access a project, you’ll have to share your log-in info with them. If you do, they’ll be able to access all the projects in your account.

 

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CONTENTS

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage members

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand: Whethe

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscription”. 2.

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to ‘Change subscripti

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page to the “Chang

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-hand menu. 2.

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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