Employee turnover is unavoidable, and while it is never easy, managing this transition is an important and valuable investment for any company. Sometimes you might transition departmental responsibilities and also need to migrate responsibilities inside the eclincher social media management tool. The employee transition or what we call "the handover" is an important process for any organization. While much of the focus has traditionally been placed on onboarding, offboarding exiting employees and completing the formal transition process is just as important.
We are here to help you with your offboarding eclincher process. With the eclincher 'User Migration Tool', you can easily migrate all eclincher data to a new User ( new or transitioned employee ) in just a few clicks. In this article we will be discussing the following:
I. User Migration Tool Requirements
II How To use the Migration Tool
I. Migration Tool Requirement
Migrated data includes the following:
- Past and scheduled posts
- Inbox Items
- Queues ( Auto Post with Queues and RSS)
To successfully migrate these data, the new user needs to have an admin permission from the following social media profiles:
- Google My Business
The account that will be accepting the migration should also have permissions to these accounts/profiles and should be enabled/activated as well before the migration can be done.
Please note that only the Main Admin of your eclincher account can use the Migration tool.
II. How to use the Migration Tool
You can easily access the Migration Tool by going to your Add and Manage accounts tab.
Once there, click on the Options icon and select Migrate data to new user
On the Migration Tool Window, please select the Data source, Select the profile/page to migrate and the Data Destination
Data and Destination sources with an expired token/permission will work using the migration tool.
Please make sure that the profile under Data Destination has all the Admin permission needed so that the data will be properly transferred from the Data Source.
Please finish your current data migration first before migrating new ones.
Indication that the migration is being processed.
Indication that the migration was successfully processed.
Reminder to verify and check if all scheduled posts and inbox items are successfully migrated.
If you have additional questions, or suggestions to make this capability better, please do not hesitate to reach out to us. We are here for you! Our Support Team is available 24/7 to assist you.
Updated on: 19 / 07 / 2022