The steps below will help you finish the records of a Property Manager that is leaving or has left already.
- Make sure the user imports any inspections on their device that may be sitting awaiting to be uploaded into palace. (If they have already left, make sure you log in as them into a device to make sure all is clear)
- In the user area, remove their email address and click save and close. (This is important if the staff member has already left)
- Move the Users Portfolio to another user: (you can either move the whole portfolio to one person or you can chose properties to move to various people. This is found under System, Settings and in the Tools tab. (There is a help file on this)
- Once everything is moved, go to the user record and put in an date finished, then save and close
- Click on the drop down arrow next to the Edit button and chose Archive User.