Transfer Ownership of Bookings to Another User

This document is specifically for the MS Bookings tool and will assist users in transferring ownership from one staff member to another.

Existing Owner Steps: 

Adding a new Administrator

1. Open Bookings app in the university's Microsoft Web Portal.
2. Be sure to select the correct Bookings in the dropdown if you have more than one Bookings
3. Select the three dots to the right of Staff then select Add Staff
4. Enter the name of the person to whom you are transferring ownership
5. Select the drop down in the box labeled (Viewer) and select Administrator
6. Once the user is entered and set to Administrator select Save Changes

Changing Send Customer Replies To

1. Select the gear next to (Settings)
2. Select Business Information
3. Expand (Basic Details) by selecting the dropdown to the right
4. Enter the new owners email address in the (Send customer replies to) field
5. Select Save

Notify new owner

1. Email the directions below to the new owner so they can complete the transfer

New Owner Steps:

Removal of previous owner

(This must be done via the staff page by the new owner)

1. Open Bookings app in the university's Microsoft Web Portal.
2. Select the three dots to the right of Staff then select Manage Staff
3. Select the trash can to the right of the old owner then select Delete