Overview:

If you wish to allow users to place manual carryover / transfer requests from the system front-end, there are two requirements.

  1. An entitlement will need to be selected in the 'allow manual carryover / transfer to' field of the required carryover configuration. For an overview of carryover configuration please click here.
  2. Entitlement transfer will need to be enabled in the Transfer Settings section.


This guide provides steps to locating the Transfer Settings section at the global, template and user levels within the system. As with other settings and options, affecting the Transfer Settings at each respective level will override inheriting of the previous level.

e.g. template level settings will override the global level settings for all users within the given template provided they do not have user level settings overriding both the global and template level.


Global Level:

  • navigate to admin tools > admin panel > global > system setup
  • scroll to the Transfer Settings section
  • tick the checkbox for the entitlement classifications you wish to enable
  • press the save button at the foot of the page


Template Level:

  • navigate to admin tools > admin panel > templates > user templates
  • press the edit button in the row of the template you wish to affect
  • in the user template detail screen, ensure the systems tab is selected
  • scroll to the Transfer Settings section
  • for each entitlement classification, select 'Yes' to enable or 'No' to disable
  • press the save template button at the foot of the page


User Level:

  • navigate to admin tools > users
  • search for the required user
  • press the edit button against the correct search result
  • in the user detail screen, select the system tab
  • scroll to the Transfer Settings section
  • for each entitlement classification, select 'Yes' to enable or 'No' to disable
  • press the save record button at the foot of the page