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Transfer installation ownership Beta

Overview

This section describes how to transfer the ownership of an installation to another user. Transferring ownership of an installation means that you give full permissions to another user to manage a Salto Nebula installation by assigning them the role of owner. This feature is intended to be used for the following types of use cases:

  • A Salto certified installer transfers an installation to the end customer. In this situation, the certified installer creates and sets up the installation, including the installation of hardware, before transferring over the ownership to the customer.
  • An installation user with the owner role transfers ownership to another installation user. This could happen, for example, if an employee with the owner role leaves the company and needs to transfer the ownership to another employee.

Only users with the role of owner can transfer the ownership of an installation to another user.

Transfer ownership

Before transferring ownership be aware of the implications. The management of all of the access control elements of the installation (users, devices, access points, access rights, etc.) will be transferred to another user. Once the transfer is confirmed, the current owner will no longer have access to manage Nebula.

To transfer installation ownership go to Settings > Danger zone and select the Transfer ownership option.

Installation settings pageOnly installation owners can see the 'Danger zone' section of the 'Settings' page

This displays a new window which allows you to transfer the ownership of the installation either to an existing installation user, or a new user.

If you are transferring to an existing user, select the user from the drop-down menu. If you're transferring to a new user you'll need to add a valid email address for that user before validating and confirming the transfer.

Confirm ownership transferYou can either transfer ownership to an existing user, or to a new user

If there are no other users in the installation, the Transfer to existing user option will not display.

New owner

Once you've confirmed the transfer, the new owner will receive an email with details explaining how to accept the ownership transfer. The new owner then needs to sign in to Nebula with the same email address used for the transfer and confirm that they accept the transfer.

Note that the transfer will not take place until the new owner confirms the transfer. Until this point, the previous owner remains the sole installation owner and the transfer is marked as Pending.

New owner confirm ownership transferThe ownership transfer is not completed until the new owner confirms it

The previous owner loses management access to Nebula once the ownership transfer is completed. However they remain as a keyholder in the system and you can change their role if required. For example, you may want to change the user's role to that of device manager if they are to continue to provide maintenance to your installation. You can also delete the user if there is no longer a requirement for them to have access to the software.

There can only ever be one user with the role of owner in an installation.

For more information on the owner role, see the corresponding section on management roles in Nebula.

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