Updates

Transfer Responsibilities — a new board permission

Apr 20, 2026
The Transfer Responsibilities permission shown in the board access settings

We've added a new board-level permission: Transfer Responsibilities . It lets trusted users reassign responsibilities on a board — without needing the Manage Settings permission.

Why this matters

Previously, only users with Manage Settings could assign or reassign responsibilities on a board. This meant that if a Fire Safety Officer was leaving a site and wanted to hand over the role to a colleague, an admin had to step in to make the change.

With the new Transfer Responsibilities permission, you can let trusted users reassign responsibility slots directly — no admin intervention needed. Holders can reassign any responsibility on the board between users, so they can keep the whole responsibility matrix up to date — without unlocking the rest of the board's settings.

Perfect for SCIM-provisioned users

This is especially useful for organizations using SCIM provisioning (e.g., via Microsoft Entra). SCIM users are managed centrally, and their board access is often controlled through user groups. By granting the Transfer Responsibilities permission to a user group, you can empower provisioned users to keep responsibility assignments up to date as people change roles or locations — keeping your responsibility matrix accurate without manual admin work.

How it works

  • Manage Settings — Full board control, including all board settings and any responsibility assignment
  • Transfer Responsibilities — Can reassign any responsibility on the board between users, without access to the board's other settings
  • The permission is available on both compliance boards and insurance boards
  • It's included by default in the Admin access role

Getting started

Navigate to your board's access settings , find the user or group you want to empower, and toggle the Transfer Responsibilities permission. You can also use the Custom access role to combine it with other permissions.

You can read more about responsibilities in our docs here.