Transferring a Negotiation
The negotiation transfer feature lets you reassign a negotiation to another user by entering their Subject ID. After a successful transfer, you will lose access to the negotiation.
How to Transfer a Negotiation
- Find the Negotiation: Locate the negotiation in the sidebar or list.
- Open the Modal:
- Click the Transfer button (person icon with “Transfer” label).
- Or, use Tab to focus and press Enter/Space.
- Enter Subject ID:
- Type the new owner’s Subject ID (e.g.,
1001@bbmri.eu
) in the Subject ID field. - Find the ID on the user’s profile page.
- Press Enter or click Confirm to submit.
- Type the new owner’s Subject ID (e.g.,
- Review the Outcome:
- Success: A green message shows, e.g., “Negotiation successfully transferred to John Doe! Redirecting to homepage...”. After 2 seconds, you’re redirected to the homepage.
- Error: A red error message appears, e.g., “Invalid Subject ID. Please check and try again.” Correct the ID and retry.
- Common errors:
- “Invalid Subject ID” (wrong or non-existent ID)
- “Not authorized” (lacking permission)
- “Negotiation or user not found”
- “Network error” (connection issue)
Tips
- Verify ID: Check the Subject ID on the user’s profile to avoid errors.
- Permissions: Ensure you have transfer rights; contact an admin if denied.
- Connection: Retry if a network error occurs.
- Review: Check negotiation details before transferring, as you’ll lose access.