Box Status
Print

Transferring Your Workflow to Another User

End User , Overview , Article , Product Utilization , Established , Box Relay , p5
This feature is available only to Enterprise or Enterprise Plus license holders.

If you are looking to transfer Relay Workflow ownership workflows, to another user, you can initiate the process in the workflow builder page.

Note: Admin Permissions

Because admins are only able to configure template publishing permissions in the admin console, they are the only ones that can set those permissions for users. If you are an admin, be sure to enable the correct permissions prior to your users starting a workflow transfer process.

For more information on enabling permissions as admin, you can refer to the Enabling Box Relay for your Organization article.

Prior to starting, make sure your admin has given you publishing permission. If not, contact your admin.

Note: you can only transfer one workflow at a time to another user.

 

To transfer Relay Workflow ownership:

  1. Open Relay from the Box Navigation menu.

Box_Menu.png

  1. Hover over the workflow you want to transfer. Click the ellipsis and select Transfer to Users.

    ellipsis_menu.png

  2. Enter the user receiving the Workflow ownership.
  3. Review the user information before completing the process. Click Transfer.
    • The system alerts you if an email is incorrect or an external user is being added.

Once complete, a notification is displayed to indicate the transfer was successful.

mceclip1.png

Related articles