Transfer Ownership of a Visitation Record

The Owner of a Visitation Record is the only user that can change settings for access and reminders on the Access tab. The Owner is also the only user that can transfer ownership.

If you are the Owner of a Visitation Record, you can transfer ownership of the record to another CDM+ user by clicking the Transfer button in the Visitation Record sidebar. When you click Transfer, a list of CDM+ users will appear.

Choose a user from the list and click OK to transfer ownership to that user.