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Company Administrators have the ability to transfer Digital Assets (Projects, Predictions, Modules, Inverters, and Weather Files) from one user to another. This is particularly important when deactivating a user account.
If a deactivated user has Draft-Private digital assets, those assets will not be visible to anyone unless they are transferred to another active user before deactivation.

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Workflow

1

Navigate to User Administration

From the Company Settings page, click on the name of the user whose digital assets you want to transfer.
Click on user name
2

Choose Reassignment Method

In the User Administration screen, you have two options:
  • Reassign Multiple — Transfer multiple assets at once (recommended for bulk transfers)
  • Reassign — Transfer individual assets one at a time
Reassign options
3

Select Assets to Transfer

To transfer all assets from one user to another:
  1. Click Reassign Multiple
  2. Click the Select All button near the top of the page
Select All button
This places a checkmark on all digital assets owned by the user.
4

Initiate the Transfer

Click Ready To Reassign Assets near the top of the page to begin the transfer wizard.
Ready to Reassign Assets
5

Complete the Transfer Wizard

The Reassign Assets wizard guides you through three steps:
  1. Review — Verify the digital assets selected for transfer
  2. Search — Select the new owner by typing their name
  3. Confirm — Review the new owner assignment and click Confirm Change
Reassign Assets wizard

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Asset Types

The following digital asset types can be transferred between users:
Asset TypeLibrary Location
ProjectsProject Library
PredictionsPredictions
ModulesModule Library
InvertersInverter Library
Weather FilesWeather Library
After transfer, the new owner has full control over the assets, including the ability to edit, delete, or change the status of transferred items.