Ownership Transfer Authorisation

Accessing Ownership Transfers

  • Select "Ownership Transfers" under the "Management" tab contained within either the main navigation bar.

SENRO users have the ability to request ownership to clients and prospect that are stored within SENRO but outside their access rights.

You have the ability to authorise or decline ownership requests through 'Ownership Transfers'.

  • When you have select 'edit', you will be able to approve or decline the transfer.