Transfer content

An editor's content can be bundled and transferred to one or more editorial team members.

The transfer of content is carried out by the administration. The administrator responsible must have the permission to see and edit the contact data of all participants as well as their user groups and roles. Content may need to be transferred if responsibilities change within the editorial team – for example, an editor leaves or is assigned to another subject area. This transfer of content can be pooled in Serviceware Knowledge.

To transfer content, proceed as follows:

  1. Open Administration > User via the navigation menu.
  2. Select the editorial team member whose content you want to transfer to others.
  3. In the action bar, select Transfer content within the data set.
    If content is available to the user, a dialog for transferring the data opens. If no content is available, the dialog will display a message to that effect.
  4. The assigned roles and users are displayed for each user group. From the drop-down list, select the User groups to which the editorial member's associated content should be transferred from the drop-down list. The user groups available for transfer are listed in a drop-down list.
  5. Select a Author to take over the role of the user in the future. The available editorial team members may be selected from a drop-down list.
  6. Save the setting.
If content has been transferred to an editorial team member, this member will receive an email. The email contains the following information:
  • Name of the administrator who made the transfer,
  • User group assigned to the content,
  • Type and number of content assigned: Approvals, documents, dialogs, branches, texts, links to texts that have expired or are due to expire,
  • Information on active suggestions,
  • Approval requests.

If all contents of a user have been transferred to another user, this user will be removed from the author Author filter. In the Changed by Modified by filter, the user remains as an entry until all of their content has been edited by their new user at least once.