Versions Compared

Old Version 1

changes.mady.by.user E Pendergast

Saved on

compared with

New Version 2

changes.mady.by.user E Pendergast

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 We are continuously working to improve our processes and value your feedback. Please share any suggestions or comments in your service desk ticket. Thank you for helping us serve you better.

If your organization has Added Access Client Locks (ACLs) and this information needs to be transferred to your new vendor system, you can search for a list of all ACLs or simply, request this in your open ticket. 

If there are ACLs on the user's account performing the data downloads to upload into your new vendor system, they will be restricted from downloading the client information. There are two recommended options from here:

  1. The HSP's Catalyst Super User should perform the data downloads to transfer to the new vendor.
  2. The HSP's Catalyst Super User can grant the user performing the data downloads Super User access.
Menu

Catalyst Offboarding