Transfer active organizations

Global users with the Manage Contacts and Organizations role can transfer organizations which are associated with active studies.

Caution:

We recommend you do not retire a lab that is actively used in a live study. Retired lab vendors may still appear for site users when they click the Select Lab drop-down in a lab form.

1. On the Home page, click Global Settings.
2. At the top of the settings panel, navigate to the Organizations tab.
3. Using the check boxes on the left, select the organization you wish to transfer.

   Note:

   Organizations which are associated with active studies can only be transferred one at a time.
4. Click Manage Organizations and select one of the following, accordingly:
   • Manage Study Sites
   • Manage Study Depots
   • Manage Study Labs
5. You will be prompted to choose one of the following options:
   • Retire all: retires all active sites associated with the organization.
   • Transfer all to one: all active sites associated with the organization are transferred to a new study.
   • Select for each: allows you to select what happens to each site associated with the organization.
6. Select Confirm.