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Transferring responsibility for reporting

Another board member needs to take over the responsibility for reporting. How is this done in Unioo?

Katrine avatar
Written by Katrine
Updated over a month ago

Change the reporter

The current reporter must transfer the reporting role to the new reporter.

To transfer the reporting responsibility:

  1. Go to "Reporting" in the left-hand menu.

  2. At the top right, above the reporting checklist, click the gray button labeled "Cancel/Transfer reporting".

  3. You will now see two options. Click the blue button on the left labeled "Transfer reporting".

  4. If this is a new association or the first time you are reporting, you will be prompted to enter the name, email, and phone number of the new reporter.

    If the association has reported before (and is already registered), you can select the new reporter from the list of existing board members.

  5. Click "Transfer reporting" once you have selected the new reporter.

  6. The new reporter will then receive an SMS and an email with a link to follow.

That’s it—the transfer is now complete.

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