--- title: "Broker: User Management-Transfer User" description: How to Transfer, Edit, Cancel & Receive User Steps --- [Skip to content](https://supporthub.realtracs.com/my-settings-broker-admin-transfer-user#main-content) [Customer portal](https://supporthub.realtracs.com/tickets?hsLang=en) [![Text.png\]](https://supporthub.realtracs.com/hs-fs/hubfs/Text.png?height=40&name=Text.png)](https://supporthub.realtracs.com/?hsLang=en) - [Tickets](https://supporthub.realtracs.com/tickets) - [Knowledge Base](https://supporthub.realtracs.com/) - [Sign out](https://supporthub.realtracs.com/_hcms/mem/logout) Open main navigation Close main navigation - [Tickets](https://supporthub.realtracs.com/tickets) - [Knowledge Base](https://supporthub.realtracs.com/) - [Sign out](https://supporthub.realtracs.com/_hcms/mem/logout) - [Customer portal](https://supporthub.realtracs.com/tickets) - [Sign In](https://www.realtracs.com/apps/dashboard) [Sign In](https://www.realtracs.com/apps/dashboard) How Can We Help? - There are no suggestions because the search field is empty. 1. [Help Center](https://supporthub.realtracs.com/?hsLang=en) 2. [Realtracs University](https://supporthub.realtracs.com/realtracs-university?hsLang=en) 3. [Broker and Admin Tools](https://supporthub.realtracs.com/realtracs-university?hsLang=en#broker-and-admin-tools) # Broker: User Management-Transfer User ## How to Transfer, Edit, Cancel & Receive User Steps 1. From the dashboard, hover over **Admin** and select **User Management.** ![image-png-May-09-2024-05-25-21-1779-PM](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-05-25-21-1779-PM.png?width=688&height=205&name=image-png-May-09-2024-05-25-21-1779-PM.png) 2. Find the agent you wish to transfer, click on the 3 dot menu.  Then click **Transfer User**.![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-05-56-26-2793-PM.png?width=505&height=541&name=image-png-May-09-2024-05-56-26-2793-PM.png) 3. On the **Transfer User** page, enter the office name where the agent is transferring to, *BE SURE* to scroll down in the list of brokerages to find the *CORRECT* brokerage.![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-06-28-25-5313-PM.png?width=688&height=535&name=image-png-May-09-2024-06-28-25-5313-PM.png)  4. If there are any active listings, ***BE SURE*** to scroll down to see ***ALL*** of them and then indicate if the listings are being assigned to another agent in your office, canceled or transferred with the agent to their new brokerage. Once you've assigned, canceled or transferred all listings, click **Transfer User**.![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-06-46-57-3010-PM.png?width=688&height=533&name=image-png-May-09-2024-06-46-57-3010-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-06-59-21-6327-PM.png?width=688&height=224&name=image-png-May-09-2024-06-59-21-6327-PM.png) 5. As the receiving office, hover over **Admin** and select **User Management**.   ![image-png-May-09-2024-05-25-21-1779-PM](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-05-25-21-1779-PM.png?width=688&height=205&name=image-png-May-09-2024-05-25-21-1779-PM.png) You will see the agent status as **Incoming**.  Click **Accept**.  Then, click **Accept** on the next page.![image-png-May-09-2024-07-18-16-5347-PM](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-18-16-5347-PM.png?width=688&height=310&name=image-png-May-09-2024-07-18-16-5347-PM.png) 6. If you forgot to transfer the listings with the agent transfer, you can edit it in User Management, find the user and select the 3 dot menu and click **Edit Transfer**.  ***BE SURE*** to scroll down to see all of them and then indicate if the listings are being assigned to another agent in your office, canceled or transferred with the agent, and then click **Save Changes**.![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-35-48-9733-PM.png?width=405&height=524&name=image-png-May-09-2024-07-35-48-9733-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-42-58-7323-PM.png?width=1&height=1&name=image-png-May-09-2024-07-42-58-7323-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-43-01-5287-PM.png?width=1&height=1&name=image-png-May-09-2024-07-43-01-5287-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-43-15-5923-PM.png?width=688&height=531&name=image-png-May-09-2024-07-43-15-5923-PM.png) 7. If you transferred an agent by accident and need to cancel the transfer, in User Management, find the user and select the 3 dot menu, and click **Cancel Transfer**. Click **Confirm** and then **Ok**. ![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-24-36-6095-PM.png?width=416&height=506&name=image-png-May-09-2024-07-24-36-6095-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-25-29-1245-PM.png?width=447&height=468&name=image-png-May-09-2024-07-25-29-1245-PM.png)![](https://supporthub.realtracs.com/hs-fs/hubfs/image-png-May-09-2024-07-26-30-3817-PM.png?width=443&height=443&name=image-png-May-09-2024-07-26-30-3817-PM.png) 📢 Still Need Assistance? Contact our Support Team! **💬 **Chat with us! 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