Contracts - Bulk Change Owner

  • Updated

This administrative tool allows for the rapid reassignment of contracts from one user to another. This is typically used during departmental restructures or when a staff member leaves the community.

 

Prerequisites

  • You must have the Community Administrator role.
  • The new owner must already have a user account in Unimarket, with the appropriate contract-related permissions.

 

Important Notes

  • Audit History: Every contract reassigned via this process will reflect the change in its individual history/audit log.
  • Notifications: The new owner will typically receive notifications regarding these contracts moving forward (e.g., expiry alerts).

  • Org Unit Access: Ensure the new owner has access to the same Organization Units as the contracts they are inheriting; otherwise, they may have difficulty managing them later.

     

Step-by-Step Instructions

1. Locate the Current Owner

  • Navigate to the Administration module.
  • Select Users.
  • In the User Name field, type the name of the current contract owner and click the Search (magnifying glass) icon.
  • Click on the user's name to open their profile.

 

2. Initiate the Bulk Change

  • Inside the user's profile, select the Contracts tab. This will display all contracts currently owned by this individual.
  • Click the Export button.
  • From the dropdown menu, select Bulk Change.

 

3. Select Contracts

  • The Bulk Contract Change screen will appear.
  • Check the individual boxes next to the contracts you wish to reassign, or check the Select All box at the top to update their entire portfolio.
  • Click Continue.

 

4. Define the Update

  • On the next screen, ensure the option Update Contract Owner is selected.
  • Click Continue.

 

  • In the New Contract Owner field, use the dropdown menu to search for and select the name of the new owner.
  • Click Continue.

 

5. Review and Confirm

  • A confirmation screen will populate. Review the list of contracts and the name of the new owner to ensure accuracy.
  • Once verified, select Finish.
  • An alert message will appear confirming that the change process has been initiated or completed.