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- Edit: Used to edit the user information
- Mobile auto-configuration: Used to give a user access to the mobile app
- Become user: It's possible for an Administrator to log on as any user through this function
- Deactivate: When a user is no longer needed it can be activated here. You will then be asked to choose a new existing user whom the responsibility will be transferred toSee below for details.
- Delete: You can delete a user here
- Reset password: Reset the user's password; this will send a mail to the user with a link where they can enter a new password
- Configure: Used to configure some integrations
- Less:/more Show more/less of these buttons
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Notice that when doing free text search, and the search text is 1 or 2 chars, users will only match if their full name, email or employee number begins with the search text. So searching for "Pl" will not find "Robert Plant", because "Pl" is only 2 chars and so the start of the full name must match.
Deactivate user
Below is a list of the most important responsibilities that are affected by deactivation. Notice that you may choose to transfer/reassign some of the user's responsibilities to another user; if you don't do this the responsibilities will simply have the user field cleared.
- CRM: the field "our reference" is reassigned
- Tasks: "repeat - loose" repetition: the "Send to" field is cleared
- Tasks: reponsible and additional users and subscribers and repetiions are reassigned
- Hours module: future worksheets are closed
- Planning module: route assignments are reassigned
- Planning module: planning is reassigned
- Calendar events are reassigned
- Reminders: reminders are reassigned
- Pending question forms with "feedback to" are set to not do feedback
- Checkin: checked out from whatever the user is checked in on
- Equipment: equipment and reservations are reassigned; all taken tools are set down
- Report: report mails are reassigned
- Project: projects are reassigned
- Sales module: calls are reassigned, quotations are reassigned
- Process modul: reassigned
- Scheduled Inspections are reassigned
- Course module: future lessons are affected
- User signature is cleared