Hello,
How can I transfer file ownership to someone else? Apparently when I login to share company and it shows "owner" is under my personal email and I would like to transfer it to the owner of the company. Thanks!
Hello,
How can I transfer file ownership to someone else? Apparently when I login to share company and it shows "owner" is under my personal email and I would like to transfer it to the owner of the company. Thanks!
Hi WK Fiona Chan ,
Thanks for reaching out. Did you ever find an answer for this issue? Whoever is the original user to upload the company data file becomes the username in Sage 50 Canada associated as the owner. So you'll want to stop sharing and have the new "owner" reshare the company data file. The data owner is the only user that can stop sharing a Remote Data Access company
If you are still looking for guidance, please let us know and we can try to point you in the right direction or suggest some resources or next steps.
Warm Regards,
Erzsi
Hi Erzsi,
So if I go to Remote Data Access and Stop Sharing. Then the "new owner" login and Share Company then the "new owner" is the owner. Am I right?
Hi WK Fiona Chan ,
Here's some additional information that could be valuable for transferring file ownership in Sage 50 Canada. Please read all of the below before proceeding.
For Sage 50 2021.2 and higher, here's a more detailed process:
Please be aware that if the shared file was set up for Invoice Payments or Bank Feeds, those settings will remain linked to the previous sysadmin's Sage ID. For Invoice Payments, a security code will be sent to the original owner's email. If you require changes to the Invoice Payments administrator's email, you'll need to contact Sage 50 support to have them make the changes with our IT team.
Additionally, if you're using Sage 50 2023, be advised not to use the re-connect feature as it's been identified to have issues. For Sage 50 2024, the feature is available and can be used as described.
For any additional assistance or clarification, please contact Sage Support. And if this update helps you with the process, please mark it as verified :)
Warm Regards,
Erzsi
*Community Hub is the new name for Sage City