How to transfer roles and accesses if employees resign

If a person stops working for your company, it is important to change the status of that person to "Inactive" in the system.

A list of all the person's areas of responsibility will be displayed, with the option of assigning responsibility to one or more other persons.

Select the desired units, and select from the menu Choose new person..., remember to save.

If the person quitting has also had system access, remember to remove this before saving the person entry by removing the check in the Enable user account box.

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