Transfers

Overview

Transfers reviews requests to move a registration from one attendee account to another. This is identity-sensitive because access, payments, inclusions, and attendee communication can move with the registration.

Dashboard route

/ems/manage/transfers?id=:eventId

The page loads transfer requests from /api/events/:eventId/rego-transfers, plus event tiers, add-ons, and inclusions so requested items can be shown by name.

Table controls

Control or field	Type	Options or behavior	Operational impact
Search	Search input	Filters by rego ref, sender/attendee label, recipient username or label, requested add-ons, requested inclusions, and related text.	Finds transfer requests without changing them.
Status filter	Dropdown	All statuses, Pending review, Approved, Declined, Cancelled.	Separates requests needing action from historical decisions.
Count badge	Generated badge	Shows total loaded transfer requests when present.	Quick queue volume signal.
Details	Row button	Opens read-only transfer request detail.	Use to inspect sender, recipient, and requested items.
Notify	Row button	Opens targeted attendee notification composer.	Sends manual follow-up about the transfer request.
Actions	Row button	Opens action modal for approve/decline.	Starts transfer review.

Request row fields

Field	What it shows	Why it matters
Ref	Rego reference.	Precise support identifier for the registration being moved.
Attendee	Current owner/sender and recipient context.	Confirms both sides of the transfer.
Status	Pending review, Approved, Declined, or Cancelled.	Shows whether staff can still act.
Requested	Request timestamp.	Useful for queue order and policy review.
Transfer	Recipient plus requested add-ons and included items.	Shows what would move if approved.

Details and actions modals

Modal or control	What it does	Check before using
Request details	Shows transfer status, rego ref, sender, recipient, requested add-ons, requested included items, requested time, reviewed time, and saved notes where available.	Confirm the transfer is legitimate before action.
Request actions	Shows approve/decline choices only while status is pending review.	If already reviewed, use Details for audit rather than re-deciding.
Review approval	Opens final approval form.	Use when the rego can move to the recipient.
Decline request	Opens final decline form.	Use when the rego should stay with the original attendee.

Approval review fields

Field	Type	What it controls	Operational impact
Add-ons that transfer	Checkbox list	Each checked add-on stays with the transferred rego.	Unchecked add-ons do not move under the approved transfer.
Included items that transfer	Checkbox list	Each checked inclusion stays claimable on the transferred rego.	Affects fulfillment and check-in expectations for the recipient.
Notes shown to attendee	Textarea	Optional explanation about approved transfer or items that could not transfer.	Visible on attendee transfer details page.
Confirm decision	Submit button	Sends decision: approve, approved add-on IDs, approved inclusion IDs, and note.	Moves the rego to the recipient according to the selected item scope.

Decline review fields

Field	Requirement	Why it matters
Notes shown to attendee	Required for decline.	The attendee needs a clear reason why the transfer cannot happen.
Confirm decision	Sends decision: decline.	Keeps the registration with the original owner.

Generated states

State	Meaning	Operator response
No transfer requests yet.	No attendee has submitted a transfer request from My Rego.	No action needed.
No transfer requests match the current search or status filter.	Filters hide all rows.	Clear filters before assuming there are no requests.
Refusal reason required	Decline was submitted without a note.	Add attendee-facing explanation before declining.

Flowchart context

Create an Event configures transfer availability in Rego Config. Active Event Workflow checks this queue under registration operations.

Common mistakes

Do not approve a transfer just because both attendees exist. Confirm the request is legitimate and that the target attendee should inherit event access.