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One key responsibility of Site Administrators who manage multiple PolicyStat sites is to ensure the correct location of user accounts. 

A user account will always reside on one site or "Home Site" within the system.  If their location changes, their account can be relocated to another PolicyStat site.

NOTE: To transfer user accounts, Administrative permissions are required on both the original site and the site for relocation. For example, to transfer an account from Site A to Site B, the Site Admin will need Administrative permissions on both Site A and Site B. If you are an administrator of only one site and need a user relocated please contact PolicyStat support.


Relocating User Accounts

  • Click the Admin tab to view the Administrator Menu
    adminTab_area.png
  • Locate User from the Site Data list.
    siteDataUM_area.png

  • For the selected user, click the Edit link at the end of the table.


  • Click the Relocate option in the blue option bar on the upper right. 


  • Select a new site to move the account to using the drop down menu (1) and click the Move User button (2) to complete the move.

 

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This article applies to the following user roles:

siteAdmin.png

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