How to change ownership and transfer a location from one organization to another
In some cases you might want to change ownership of a location, for example when handing over a completed inventory to a customer.
Palats needs to assist you with the transfer of a location. Please don’t hesitate to contact us – we’ll be happy to help.
Preparing for transfer
Because you will no longer have access to this location (unless you ask the new owner for an invitation or to have the ownership transferred back to you), it’s important to consider a few things:
- Complete any pending tasks related to the location.
- Ensure that all parties involved are informed about the upcoming change, including the new owner.
- Guide the new owner on how to maintain the new location.
Note that even though you won’t have access to the location after it has been transferred, you can still view it on the “Analyze” page, in case you'd like to measure your work at that site.
What happens once the location been transferred?
Once the new owner has accepted to take over the location, you will be informed via email. The location will then be removed from your Palats account but will still be available as a filter on the ”Analyze” page, so you can keep track of the it’s impact until the transfer of ownership.
The new owner on the other hand will have access to all the articles and anonymised history of events, and can immediately continue updating the location and inventoried articles.
If you in the future find yourself in a situation where you need to make adjustments to the initial data we propose that the new owner creates a project, adds the location to the project and proceeds to add you as a project member. From there you can work with the location as before but in the new owners’ organisation.