Reassignment of users

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When an employee is replaced by another who takes over their missions, it is necessary:

• via the user file, if necessary, archive it or remove its access rights to the database;
• reassign the entities on which he was declared as active with this reassignment screen.

These entities are:

• contacts (as sales manager);
• actions and interventions (as required to carry it out);
• quotes, invoices, orders, etc. (as administrative or technical manager);
• projects (as project manager, sales manager or technical manager).

Access: Tools → Administration → Bulk data processing → Contacts → Reassign

The Validate button will assign to all contacts whose manager is the user “from” to the user “to”.

Access: Tools → Administration → Bulk data processing → Actions → Reallocate (actions,inter)

The Validate button will assign to all actions, planned actions, or interventions, depending on the options selected, the contacts whose manager is the user “from” to the user “to” .

Access: Tools → Administration → Mass data processing → Parts → Reassign

The Validate button will assign to all the parts whose type is selected via the Parts combo, the commercial or technical contacts depending on the options chosen, are the user “from” to user “to”.

Access: Tools → Administration → Mass data processing → Projects/Consumptions → Reassign

The Validate button will assign to all projects whose operational, commercial or technical managers depending on the options chosen, are the user “from” to the user “to”.

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