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Transferring Admin Accounts

As of 2.23.2

Note: If you are using SalesForce Lightning, you will need to switch to Classic in order to complete the below steps. The following steps need to be performed by a System Administrator in order to accomplish a successful license transition. 

To transfer admin accounts in Propel you must follow these general steps:

A. Check Default Lead Assignment

B. Transfer Old Admin's Records

C. Deactivate the Old Admin Account

D. Create Account for the New Admin (Optional)

E. Assign PropelPLM License to the New Admin

F. Assign Permission Sets to the New Admin

G. Add the New Admin to appropriate Public Groups (If Applicable)

 

A. Check Default Lead Assignment

1. Go to Setup

2. Enter Lead Setting in the Quick Find box, then select Lead Settings

3. Select Edit

4. Update the Default Lead Owner user to the new Admin user

5. Check Lead Assignment Rules to make sure the assigned Users is not the old System Admin

 

B. Transfer Old Admin's Records

You will need to transfer all of the old admin's records to a new owner before deactivating.

1. Go to Setup

2. Enter Mass Transfer Records in the Quick Find box,

3. Select Mass Transfer Records

4. Click Transfer ____ for:

  • Attachment
  • Change
  • Item
  • Manufacturer Part
  • Part Cost
  • Quality

5. Transfer from Old Admin, transfer to New Admin, click Find

6. Select all Files, then Transfer

Transferring_Admin_Accounts_1.PNG

 

 

C. Deactivate the Old Admin Account

This step frees up the Salesforce user license and System Admin profile.

1. Go to Setup, Users

2. Select the old admin

3. Locate the Active checkbox on the old admin profile, uncheck that box

 

D. Create Account for the New Admin (if User does not exist)

1. Go to Setup, Users

2. Click New User

3. Enter the following information:

  • Role: <None Specified>
  • User License: Salesforce
  • Profile: System Administrator
  • General Information: (First Name, Last Name, Email, Username)

 

E. Assign PropelPLM License to the New Admin

1. Go to Setup

2. Go to Installed Packages 

3. Select Manage Licenses for the PropelPLM package

4. Grant the new Propel Support user a package license

 

F. Assign Permission Sets to the New Admin

1. Go to Setup, Users

2. Select the new admin

3. Scroll down to Permission Set Assignments, select Edit Assignments

4. Add the following permission sets:

  • Propel Administrator
  • Propel Import Data
  • Propel Full Use
  • Propel Full Use - Custom Fields

 

G. Add the New Admin to appropriate Public Groups (If Applicable)

1. Go to Setup, Public Groups

2. Click Edit next to the correct public group(s)

3. Change the Search to Users, choose the new admin from Available Members list

4. Select the new admin and then Add them to the Select Members list

Screen_Shot_2017-05-02_at_5.14.09_PM.png

 

 

 

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