Account Transfer Policy

To transfer account records in Keeper from one user to another, especially in a business or enterprise setting, you need to use the Account Transfer Policy feature. Here's a step-by-step overview of how it works:

🛠 Prerequisites

Administrator permissions are required.
The Account Transfer feature must be enabled in the role's enforcement policy before the transfer is needed.
The user whose account is being transferred must have logged into Keeper at least once to establish encryption keys.

✅ How to Enable Account Transfer

Enable “Transfer Account” in the administrative permissions of the role that will perform the transfer.
In the Enforcement Policy, turn on “Enable Transfer Account” for the relevant role.
Users will be notified and must acknowledge that their vault can be transferred.

🔄 How to Perform the Transfer

Go to the User Actions panel for the user whose account you want to transfer.
Select “Lock Account” to prevent further changes.
Then select “Transfer Account”.
Choose the recipient user from the list.
Confirm the transfer.

The contents of the original user's vault (records, folders, subfolders) will be moved into a single folder in the recipient’s vault, labeled with the original user's email. The original account is then permanently deleted.