Transfer users to another account or cost center

Occassionaly you will need to add users to your account that already exist in TrackPath on another account. To do this, you will have to initiate a user transfer request.

• Navigate to the Users page

• Select Transfer user at the top of the page

• Fill in as much information as possible, such as user name, employee ID, email address, and a reason for the transfer.
• Specify which user level the user should have, and which account(s) and cost center(s) the user should have access to.
• Select Submit request. Once your request has been reviewed, you’ll receive an email notification with more details.

If your transfer request is approved, there is no more action required on your part. If your transfer request was denied, you may need to reach out to TrackPath support for more details, or ask a level 3 or level 4 user to initiate the transfer for you.