Transferring data from one user to another in Casengine

This guide outlines the process of transferring all clients, matters, and cases from one user to another in CASENGINE, typically when a user is leaving the organization.

Steps to Transfer Data

1. Access Settings

   - Click on the settings icon in the top header to go to the settings page.

2. Navigate to User Registration

   - On the settings page, find and click on the "User Registration" link under the User section.

3. Verify or Create New User

   - Ensure that the user to whom you want to transfer the data exists in the system.

   - If the new user doesn't exist, use the "Add" button at the top to create the user.

4. Locate the Old User

   - In the user grid, search for the user from whom you want to transfer the data.

5. Initiate Transfer Process

   - Click the action button next to the old user's name.

6. Choose Transfer Method

   - You have two options:

     a) Transfer All to a Single User

     b) Transfer to Multiple Users

Option A: Transfer All to a Single User

1. Select "User Transfer All" to transfer everything to a single user.

2. Choose the new user from the list.

3. Click "Save" to transfer all data from the old user to the new user.

Option B: Transfer to Multiple Users

1. Select "User Transfer" to assign clients to different users.

2. You will see a list of all clients linked to the old user.

3. For each client, assign a new user.

4. Once all assignments are complete, click "Save".

Deactivate Old User (Optional)

   - If you want to deactivate the old user's account, check the "Deactivate the old user" checkbox before submitting.

Important Notes

- Ensure that the new user(s) have the appropriate permissions to access the transferred data.

- Double-check all assignments before submitting to avoid data transfer errors.

- After the transfer, verify that all clients, matters, and cases have been correctly reassigned.