How to Transfer and Manage User Access

1. What This Feature Does

The Transfer and Manage User Access feature allows administrators to reassign ownership and manage user access within TitanFile.

This includes:

• Transferring channel ownership
• Transferring subscription ownership
• Impersonating a user (admin access)

These actions ensure continuity when users change roles, leave the organization, or require support.

2. Who Can Use It

• Admin users can transfer channels and impersonate users
• Only the subscription owner can transfer subscription ownership

Plan-Based Behavior

For All Plans

• Admins can:
  • Transfer channels between users
  • Impersonate users for support purposes
• Only the subscription owner can:
  • Transfer subscription ownership

For Enterprise Plans

• Access to user management actions is controlled by role permissions
• If a user does not have the required permission in their assigned role:
  • The action will not be available to them

Important

• These actions impact ownership, permissions, and access visibility
• Changes take effect immediately

3. Step-by-Step Instructions

A. Transfer Channel Ownership

1. Navigate to Settings
2. Select Manage Users
3. Locate the user whose channels you want to transfer
4. Click the three vertical ellipses (⋮) under the Actions column
5. Select Transfer Channels

6. Enter the email address of the user who will receive the channels
7. (Optional) Select:
   • Send out email notices to all affected members
8. Click Transfer

• A confirmation message will appear indicating the transfer has started

B. Transfer Subscription Ownership

Important: Only the current subscription owner can perform this action.

1. Navigate to Settings
2. Select Manage Users
3. Locate the current subscription owner
4. Click the three vertical ellipses (⋮)
5. Select Transfer Ownership

6. Enter the email address of the new owner
7. Confirm the transfer

• Ownership of the entire subscription will be reassigned

C. Impersonate a User (Admin Access)

1. Navigate to Settings
2. Select Manage Users
3. Locate the user in the table
4. Click the three vertical ellipses (⋮) under the Actions column
5. Select Impersonate User

6. Confirm the action

• You will be immediately logged into the selected user’s account
• You will now be operating within the system as that user

What Happens During Impersonation

• You will see and interact with the platform as the selected user
• All actions will be performed within that user’s account context

Important Behavior

• This is admin-initiated impersonation
• No credentials are required from the user
• You will remain in the impersonated session until you exit

Security and Audit

• All impersonation activity is logged
• Actions are traceable for audit and compliance purposes

4. What Happens After

• Channel transfers:
  • Ownership is reassigned to the new user
  • Channels remain intact
• Subscription ownership transfer:
  • The new user becomes the primary admin
• Impersonation:
  • Immediate access to the user’s account

Important Behavior

• Channel transfers do not delete or modify channel content
• Ownership transfers apply immediately and affect permissions
• Impersonation does not transfer ownership

Security and Control

• All actions are logged for auditing
• Ownership transfers should be performed carefully

5. Best Practice

To manage transfers and access effectively:

Use the Right Action

• Transfer Channels → When a user leaves or changes roles
• Transfer Ownership → For subscription ownership changes (owner only)
• Impersonate User → For troubleshooting and support

Minimize Disruption

• Communicate changes before transferring ownership
• Use notifications when appropriate

Use Impersonation Carefully

• Only impersonate users when necessary
• Avoid making unnecessary changes during impersonation
• Exit impersonation once complete

Review Ownership Regularly

• Ensure ownership reflects current responsibilities