How to archive and cancel an old user

When a User has left and you have moved all the properties in their portfolio to a new person, you can archive the User - they must have a date in the date ended field.

To move all the properties - so to System settings - last tab is called Tools. In there you will find 

Change user Assignment, click on Change Assignment. It will ask you who the old user is and who you want to move the properties over to.

Then click on  Save changes. This will move all properties and inspections etc over to the new user


Once you have finished. Save out of there and go back to the user, click on the drop down next to the edit button and choose archive user.


Please Note: For now you have to call support to get the user disabled so they cannot log in. In the meantime, remove all of the authorities.

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