Who is this article for?

System Administrators responsible for managing users.

Personnel Administration permissions are required.

When an employee leaves, promptly remove their access and reassign any outstanding responsibilities to maintain business continuity.

This article covers how to disable a user and manage the necessary reassignment prompts during the process.

1. Disabling a user

To disable a user:

1. Go to Administration
2. Select Personnel

3. Click Disable in the user's row.

You will be asked to reassign tasks from the disabled user.

2. Reassigning user tasks

To reassign tasks, select a new Person from the dropdown for each line.

Reassigning tasks won't harm items, but ensure they go to the right owner to prevent process disruption.

After reassignment, the system may display further prompts you need to complete to finish disabling the account. These prompts depend on the user's associations.