How to transfer a credential

NOTE: the admin team member role is required to transfer a credential.

Credentials can be transferred on both the credentials page and on individual credential pages.

Transferring a credential from the credentials page

• Click Credentials in the main navigation
• Click the Credential Transfer button

Search for the credential to transfer, select the credential, then click continue. 

Transfer credential without conversion (no purchase required)

If a conversion (certificate to license or vice versa) is not required for the credentials being transferred, you will only see Account as the Payment Method option, and the transfer will be free of charge. Simply complete the transfer.

Transfer credential with conversion (purchase required)

If a conversion is required for the credentials being transferred, you will see several Payment Method options depending on your device. Completing the payment will transfer the credentials. 

View accepted payment options in Pectora.

 Transferring a credential from the credential details page

• Click Credentials in the main navigation
• Search for the credential you would like to transfer
• Click the Credential ID to view the credential  
• Click Transfer
• Select the Account to transfer the credential to
• Click the checkbox next to the credential to transfer
• Click Continue

If the account you are transferring the credential to requires conversion (certificate to license or vice versa), you will be prompted for a payment.