Transfer an active Delegation
Steps on how to transfer an active delegation
To transfer a delegation go to the individual profile of the person who has delegated their responsibilities to someone else and click Delegation.

Select the delegation you want to edit and click to open it.

Click the Transfer to a new senior manager or Transfer to a new delegate button to enable the transfer of the delegation.

To transfer to another senior manager select them from the drop down and the firm before clicking select.

Then confirm the transfer which will create a new draft delegation for the new senior manager which can be amended or cancelled.

To transfer to a new delegate select them from the drop down and then complete the details of the transfer as shown below before clicking Confirm.

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