Reassigning Tokens and Reports FAQ

Reassigning Tokens and Reports FAQ

General

One of our Token Buyers is about to change roles/jobs. Will we lose those tokens/reports?

An Account Administrator can reassign any unallocated or unassigned tokens at the Assign Tokens tab. Both pending and completed share requests can be reassigned at the Owner Change tab. These actions should be taken before the administrator removes the Token Buyer role or the person's profile from the organization.

I want to reassign tokens/reports, but the person I want to give them to isn't listed. Now what?

That person is not yet a Token Buyer for your organization. Contact your Account Administrator to discuss next steps. If you are an Account Administrator, see Can I assign roles to another user?

Assign Tokens

What is the Assign Tokens tab used for?

Tokens can be reassigned to other Token Buyers in the organization. This is useful, for example, when purchases need to be centralized for budgeting reasons, but the tokens then need to be distributed to others for use. Another use case may be if a Token Buyer is about to change roles or jobs, and that person's tokens need to be redistributed to others.

Reassign Share Requests 

What is the Owner Change tab used for?

Share Requests, both pending and complete, are initally owned by the Token Buyer who initiated the request; however, these requests can be reassigned to another Token Buyer by either the current owner or an Account Administrator. This is useful if a Token Buyer is about to change roles or jobs, and that person's requests need to be redistributed to others so that the data is not lost to the organization. Another use case may be if transferring visibility of a prospect's APGI would be more useful to a different owner (i.e., Token Buyers can only see the requests that they own).
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