Transfer of Reporting Responsibility

Written by Oliver K
Last updated 2025-10-05

Remember that only the current reporter can transfer the reporting role.

 

How to transfer responsibility:

Step 1. Go to "Financial Institution" in the menu

 

 

Then "go to report"

 

Step 2. Click on "Cancel/Transfer Report" at the top right

 

 

Step 3. Select "Transfer Report" (left button)

 

 

Step 4. Select new reporter:

 

  • First report: Enter name, email and phone number of the new reporter

 

 

 

  • From second report: Choose from already created board members

 

Step 5. Click "Transfer Report"

The new reporter will then receive an SMS and email with a link to take over the responsibility.