Learn how to transfer a Keeper Account in less than 2 minutes with our step-by-step guide.

Account Transfer Policy: https://docs.keeper.io/en/v/enterprise-guide/account-transfer-policy

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Transcript

When an employee leaves the organization, an administrator with the proper permissions can transfer a user's vault to another user. Account Transfer is an optional feature that should be configured during the initial deployment phase of the Keeper rollout. A successful transfer requires that the users have logged in at least once prior to the transfer action.

Account Transfer functionality can be enabled by following these steps:

Enable the Transfer Account setting within the Administrative Permissions of the role that will have the ability to initiate the account transfer.

Turn on the Enable Transfer Account option under the Account Transfer section of the Enforcement Policy of the desired role.

Select the administrative role that will have the ability to initiate a transfer (multiple roles may have the ability but only one role can be selected per enforcement).

Both new and existing users will be notified when account transfer is enabled and are required to acknowledge the organization's ability to transfer records from their vault. Users only have to agree to this consent once upon logging into their vaults.

To perform the account transfer you must first lock the account of the user by selecting Lock Account from the user's configuration panel under User Actions.

From within the same configuration panel, select Transfer Account. A window will open with a list of users. Select the user that will receive the transfer of records, then select Transfer.

The records, folders, and subfolders in the user’s account are transferred to the recipient's vault into a single folder (with the original owner's email address) and the original owner's account will be permanently deleted.