Introduction
If the users from whom you want to transfer the card and the user to whom you want to transfer the card are in the same entity, this task can be performed by a Company Administrator or a Group Administrator.
If the users from whom you want to transfer the card and the user to whom you want to transfer the card are in different entities, only a Group Administrator can perform this task.
Transferring the card
Log in as Administrator, according to the restrictions above
Go to the User Profiles tab
Search for the user from whom you want to transfer the card
Note: if this is an unallocated card, it means that the current profile to which this card is assigned to, is the Masteradmin's one.
Open their profile
Go to the Cards tab
Select the field Transfer To and designate the user to whom you want to transfer the card
Note: We recommend that you tick the checkbox Including transactions. By enabling this option, you are making sure that all potential unsubmitted transactions linked to that card are transferred as well.
Click on Transfer
Click on Save and the card (including all unsubmitted transactions associated with it) is transferred to the new user.