Copy a Profile
If you have access to multiple Organisations within your account, you can use the Copy button at the top right of the Profile Page for anyone who works across multiple Organisations:
When selected, this will ask you which Organisation you would like to copy the profile to. If you cannot see the Organisation required, please contact your Federation administrator:
Warning: When you copy a profile to another organisation, the profiles do not retain any links so you would need to make sure any updates are made to both profiles.
Copying a profile does not copy over: Documents, External Checks, Information from the History Tab, or Incidents logged to the timeline.
Transfer a Profile
If you have access to multiple Organisations within your account, you can use the Transfer button at the top right of the Profile Page for anyone moving between Organisations:
When selected, this will ask you which Organisation you would like to move the profile to. If you cannot see the Organisation required, please contact your Federation administrator.
If you do not have the appropriate permission levels for the Organisation you are transferring to, you can click 'Request Transfer' and this will show as being in progress until the transfer has been approved by a user of the other Organisation:
Warning: Transferring a profile will transfer over any Documents, External Checks, and Information from the History Tab.
It will not transfer over any Incidents logged to the timeline.