Run the account handover workflow

This guide shows you how to transfer an admin’s roles and records to a successor — useful when an admin leaves or transitions out of their role.

Who can do this: Admins who have permission to run account handovers. Org owners can do this by default.

Before you start

• Identify the successor. They can be an existing active admin or someone you invite during the handover.
• If the successor is new and hasn’t accepted their invitation yet, the handover pauses until they do. You have up to 30 days.
• The handover runs as a background job. You don’t need to stay on the page — MapleGather emails you and the successor when it’s done.

Steps

Step 1 — Start the handover

1. Go to Admin & Security → Admins.
2. Open the ⋮ More actions menu for the admin you’re handing over from.
3. Select Account handover. The handover wizard opens on the first step.

Step 2 — Pick a successor

4. In the Select successor dropdown, choose an existing active admin.
   • If the successor doesn’t have admin access yet, click Invite a new person to send them an invitation. The handover will wait until they accept (up to 30 days). A banner will show how many days remain.

Step 3 — Choose what to transfer

5. Review the checkboxes under What to transfer?. By default, all record types are selected:
   • Events created by me
   • Saved member searches
   • Saved reports
   • Integration configurations
6. Uncheck any types you do not want to transfer.

Step 4 — Review and complete

7. On the Review handover screen, confirm:
   • The roles being transferred
   • The record count for each type
   • Note that your account will be automatically archived once the transfer completes — this is permanent and there is no opt-out.
8. Click Complete handover.

The handover starts immediately as a background job. You see a banner that says “Handover in progress — you can navigate away; we’ll email you when complete.” You’re free to leave the page.

Verify

You’ll know it worked when:

• The “Handover in progress” banner appears after you click Complete handover.
• You receive an email confirmation when the job finishes.
• The predecessor’s account shows a Handover complete status on the Admins list.

If something goes wrong

• “Awaiting successor acceptance — N of 30 days left” banner — The successor was invited but hasn’t accepted yet. Ask them to check their email and click the invitation link. The handover resumes automatically when they accept.
• “Handover job failed — contact MapleGather support” banner — Something went wrong during the background job. Contact MapleGather support and reference the handover ID shown in the banner.

Related

• Invite a new admin
• Revoke an admin’s access