
Vital CRM
How to transfer the data permission of an account to another account?
The system administrator can transfer the permissions of the assignee of a batch of data through Settings > Account > select the specific account.
1. The system administrator can find the "Transfer" button at the top right of the account information screen
2. After entering the transfer screen, you can see the number of various data items that this account is responsible for. After specifying the account, you can transfer in batches (If you choose "Not Assigned", and the person in charge will maintain this account)
https://faq.vitalyun.com/EN/CRM#4249