Transfer Account to another user

I'm leaving my company and need to transfer the account to another supervisor.  What's the best way to do that to make sure all data is kept?

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Anastasia

Hi Wesley, thanks for reaching out here! Our Support team will be happy to help with this and transfer the account to a new owner in no time :) I'm opening up a Support ticket on your behalf, and our team will be in touch with you shortly. Let me know if you have any other questions!

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Hi there!

I'm in the same situation of Wesley.
Can you help me too?

 

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Anastasia

HI, Thiago, sure thing! I noticed that a Support Team member is already helping out with this request. Let me know if you have any other questions, I'll be happy to answer them! :)

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Hi there!

I'm in the same situation of Wesley and Thiago.
Can you help me too?

 

Thanks in advance, happy new year!

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Stephen

Hi Daniel, thanks for posting. I can see the Support Team helped with this yesterday. If there's anything further let me know👌

Happy new year! 🙂

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Hi, I am also in the same situation. Can you help me as well.

Appreciate it. Thanks!

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@Paul Hey, I've raised a Support ticket for you and someone will be in touch soon to help with this 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

Hi there!

I'm in the same situation as well with a user in our Wrike organization.
Can you help me too?

 Thanks!

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Stephen

Hi Nicole, no problem, help is on the way 👍 You'll receive a confirmation email soon.

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Hi,

Need help with transferring the account to another user in our Wrike organization.
Can you help please?

 Thanks!

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Stephen

Hey, we can't do this from here so I've raised a ticket to the Support Team to help. They'll be in touch soon to help you!👍

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Hi!! I am also in need of help with this, hopefully before EOD Friday June 5th. Can someone please reach out to me ??

 

Thank you!!!

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Hi, I am also in the same situation. Can you help me as well.

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Hi Rudi Bodar! I've raised a Support ticket for you, someone from the team will reach out soon!

Everyone, you can reach out to our Support team at https://help.wrike.com/hc/requests/new to get help with transferring the account ownership 🙂 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Adding to this Thread. Admin/Owner can delete a user and transfer everything that user had by following this: https://help.wrike.com/hc/en-us/articles/209605369-Deleting-Users?source=search

 

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Thanks so much for sharing 1Marjorie Downey! 🤗

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hello, I was able to transfer 6 previous employees to new account holders and now they are receiving all their open tasks and tons of emails. How do I help navigate this and lessen the influx? What can I do differently for them?

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Hi Nicole Caso, welcome to the Community, and thank you for posting. I see that you're in touch with our Support team about this, let me know if I can help you with anything else 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Cansu Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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