When migrating users from one Domain to another, you do not want to create duplicate Person Items as this can cause a lot of confusion for Agility Admins and will lose previous Roles/Tasks etc.


In order to successfully migrate from one Domain user to another (and to retain all previous information of the Agility Person Item), it is best to follow these steps:


  1. Open the Agility Admin Suite (please note that you will need to be a System Administrator with Document Control Override in order to do this)
  2. Open a new Query
  3. From the "Where Item Type is:" dropdown, select Person
  4. In the Person Search Criteria, enter the users details you are looking to migrate and click Search, this should look similar to the below screenshot:

  1. Check Out the Person Item and go to the Detail tab
  2. Click the red cross next to "Login:" as highlighted below, in order to remove the old Login:

  1. Click Save (but do not Check In the Person Item yet)
  2. You will be prompted with a message that asks "Are you sure you want to save the changes?". Select Yes and provide a reason for the changes you are making and then finally click OK
  3. Now go to the System tab > Login Manager > Add new Integrated Login as you will see highlighted below:

  1. From the Add Logins page, select the the Domain you wish to add a Login from and enter the details of the user you would like to add, then click Search
  2. Select the Login from the search results and select Activated and then assign privileges to the Login, such as User/Document Administrator/System Administrator and whether they should have Document Control Override (this applies to Admins only). Leave the Mapping tab as default, unless you wish to toggle whether Sync from AD is on/off
  3. Click Save to create the Login into Agility
  4. Open up the Query again and go back into the Detail tab.
  5. Click the button with the magnifying glass (search button)
  6. From the Select Logins page, select the the Domain you wish to search from and enter the details of the user you would like to add, then click Search. This has been highlighted in the screenshot below:


  1. Select the Login from the search results and click Select
  2. From the Save button, click on the dropdown arrow and select Save and Check In
  3. Again, you will be prompted with a message that asks "Are you sure you want to save the changes?". Select Yes and provide a reason for the changes you are making and then finally click OK
  4. Finally, go to the System tab > Login Manager > Manage Logins as you will see highlighted below:

  1. From the Manage Logins page, enter the details of the user you would like to remove, then click Search.
  2. Click the Delete button to remove the old Login from the old Domain so that only the newly added Login remains. This has been highlighted in the screenshot below: