> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/transferring-applicant-records.md).

# Transferring Applicant Records

From time to time, you may encounter Applicants that have signed up more than once on the Portal, and you may wish to consolidate their accounts, or move records to a new entity. Here's how to transfe

Transferring applicant records can be helpful for merging duplicate Applicant accounts, or moving records to a new entity.

{% stepper %}
{% step %}

### Navigate to the Applicant record you want to transfer records from

Click **Registrations** in the top navigation and select **Applicants**. Search for the relevant Applicant account and click **View**.

* For an **Individual** Applicant, this opens their profile page. **Transfer Records** is in the **Registration** panel on the right.
* For an **organisation** Applicant, this opens the registration page. **Transfer Records** is in the **Actions** panel on the right.

<figure><img src="https://4124979405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F49pNEQ4fXNtxv0yJ5jgn%2Fuploads%2FJovGQU6J0ilvlHHJvI4Q%2Fimage.png?alt=media&amp;token=5ffe45b4-8e36-4304-817d-84bee9885652" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click Transfer Records

This creates a preview of the records to be transferred and lets you select the new owner of the records.

If the Applicant has access to any **live** Grants (for example, through a private round invitation), the preview lists them. The new owner will be given access to them.
{% endstep %}

{% step %}

### Confirm the transfer

Click **Transfer** to confirm the transfer to the new owner, or **Cancel** to abandon the process.

If you're merging two duplicate Applicant accounts, once you've confirmed there are no records left on the old account, you can click **Delete Registration** to remove it.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The records transferred include Applications, Milestones and Contracts, and the Applicant's access to Grants (such as private round invitations). If the new owner already has access to a Grant, it isn't duplicated.
{% endhint %}

{% hint style="info" %}
**Transfer Records is greyed out?** It's only available when the Applicant has records or Grant access to transfer. You also can't transfer an Applicant's records to itself.
{% endhint %}

### Deleting the duplicate

When you click **Delete Registration**, Tahua asks you to confirm by typing **DELETE**. If the Applicant still has access to a live Grant, the confirmation lists those Grants and warns that the Applicant will be removed from them. If the registration is a duplicate, transfer its records to the one you're keeping first, so that access isn't lost.