Transfer Ownership of Alert Rules

You can transfer alert rule ownership from one user to another. It is important to transfer alert rule ownership when a user who owns alert rules needs to be deleted. This is also relevant when a user becomes part of a different User Group and no longer needs to own the same alert rules.

To transfer the ownership of Alert Rules:

  1. Go to Settings >> Knowledge Base from the navigation bar and click Alert Rules.

  2. Click My Rules from the dropdown next to +Add.

  3. Click the right hand pointer icon under the Actions column of the alert rule.

    ../_images/LP_KB_AR_Transfer.png

    Transfer Ownership of an Alert Rule

    To transfer ownership:

    1. of multiple alert rules, select them. Click the More drop-down and select Transfer Ownership of Selected Rules.

    2. of all alert rules, click Select. Click the More drop-down and All select Transfer Ownership of All Rules.

    ../_images/LP_KB_AR_TransferSelected.png

    More Drop-down - Transfer Selected Alert Rules

    ../_images/LP_KB_AR_TransferAll.png

    More Drop-down - Transfer All Alert Rules

  4. Select a User from the drop-down.

  5. Click OK.

  6. To view transferred alert rules, go to Settings >> Knowledge Base >> Alert Rules. Click the USED RULES dropdown and go to Transferred Rules.

Transfer Ownership When Deleting Shared Alert Rule’s Owner

When you delete a user who has shared alert rules you must delete the shared alert rule or transfer the alert rule’s ownership to another user.

  1. Go to Settings >> User Accounts from the navigation bar and click Users.

  2. De-activate the user by clicking the De-Activate User icon under the Actions column.

  3. Click Manage De-Activated Users.

  4. Click the Delete icon under the Actions column of the user.

  5. Click Yes.

  6. To transfer the ownership, select a user from the list of active users in the drop-down and click Submit.

../_images/LP_Share_Alert_Transfer_Ownership.png

Transferring the Ownership of a Shared Alert Rule

  1. To delete the user and user’s alert rule without transferring their ownership, click Delete.

../_images/LP_Share_Alert_Deleting_Owner.png

Deleting a Shared Alert Rule’s Owner


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