Transferring direct reports

2025-10-07Last updated

Supervisors, Account administrators, or identities may occasionally need to transfer direct reports, for example, to a new hire or when a supervisor changes.

What you should know

  • To transfer direct reports, you must be an Account administrator, a Supervisor, or an identity with elevated write permissions for identities.
  • You can transfer direct reports to another identity (regardless of their permissions).
  • You can add up to 20 supervisors when transferring direct reports.
Important:
This function is for identities locally managed in Genetec ClearID™. If identities are managed using an external data source, the transfer will be overwritten.

Procedure

  1. Select the direct reports to transfer.
    • If you are an Account administrator or identity, go to Organization > Identities , select an identity, and click Direct reports.
    • If you are a supervisor, go to My Profile > Direct reports .
  2. Click Transfer direct reports.
  3. In the Transfer direct reports window:
    1. Search for and select one or more supervisors.
    2. Enter a reason for the transfer.
    3. Select the direct reports you want to transfer.
  4. Click Transfer.
    Transfer direct reports dialog in ClearID showing the Review section with confirmed details about which direct reports are being transferred and to who.

Example