Note to complete this process you require Account Manager permissions. For a PDF version of this guide click this link.
TO TRANSFER AN ENGINE
1. To transfer an engine to another company go to the ‘Engine Profiles’ page
2. In the ‘Actions’ menu for your engine, click Transfer. This option will only appear if you are an AccountManager
3. Enter the name of the company you wish to transfer the engine to and click ‘Transfer’
4. You may choose to cancel or resend this transfer request at any time before it is accepted by the receiving company. They must be a member of InstantBSI also to receive the transfer.
TO RECEIVE AN ENGINE
1. You will receive an email with a link to InstantBSI
2. This will take you to a confirmation page. Click ‘Accept Transfer’ to proceed
3. The engine is now transferred to your account.