How to Replace Resigned User with A New User in The System?

Differences between delete, deactivate and replace user

	Delete	Deactivate	Change
User can access the system.	No	No	Yes
Data will remain in the system.	No	Yes	Yes
The users’ jobs can be traced in the schedule and metrics overview pages.	No	Yes	Yes

Navigate to others.

⚠ Change to a New User

The resigned user will no longer have the system access.
The new user will have all items previously assigned to or created by the resigned user.
All historical data of the resigned user will be overwritten by the new user (e.g. Assigned to/ Creator columns, job schedule, metrics, etc.)

Go to desktop site navigation bar > HR Suite > User List.
Open User List Page Here: https://system.caction.com/usermanage/userlist
*Note: Only certain admins can deactivate users.
Navigate to the user you want to change the details to the new user.
Click on the “Blue Pencil” icon to change the user details.
Replace the original details with the new user’s information.
a. The details include:
- Name
- Telephone
- Email (optional if the user only uses a mobile device)
- User Group
- Account Type
- Staff Category
Click “Submit Form” and the user details has been changed successfully.

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