An email will come from the AM requesting the “move” or “copy” of a Glenigan User account to another.

Details from AM required are:

  • User ID link from. 
  • User ID link to




Tip: user ID is the end of the URL to ensure you are on the correct contact to reduce risk of duplicate data in SF



  • Transfer data to: Same or different.
  • Transfer type: Move or Copy
  • Select Data to transfer: each category to be ticked, shown below.


The change is made in Glenigan admin section.


Other data:
Custom formats: created on the site
Customer View; Header settings created
Schedule: copies notifications
My day: Created in the mobile app


The saved searches and everything are linked to the person's account ID which will stay the same even when the email is changed.