Managing User Accounts and Reassigning Documents in FLK it over
Managing user accounts in FLK it over involves understanding the process of removing users, reassigning their agreements/documents, and the permissions required to perform these actions. Below is a comprehensive guide to help you navigate these tasks.
Overview of User Account Management
When a user account is removed in FLK it over, their agreements and documents are not deleted. Instead, the system prompts you to reassign these agreements/documents to another user. This ensures that no critical data is lost during the user removal process.
Steps to Remove a User
To remove a user from your team, follow these steps:
Navigate to Settings > Team.
Locate and select the user you wish to remove.
Scroll to the bottom of the user’s profile and click Remove user.
When prompted, assign the user’s agreements/documents to another user to complete the removal process.
Reassignment of Agreements/Documents
During the user removal process, FLK it over requires you to reassign the agreements/documents associated with the user being removed. This reassignment ensures continuity and prevents any disruption in document management. The new user will inherit all agreements/documents from the removed user.
Admin Permissions and Access Levels
Only admin-level users have the authority to remove other users from the account. If you only see a Disable option instead of the Remove user button, you may not have the necessary permissions. In such cases, you can:
Click into the specific user’s profile and scroll to the bottom to check for the Remove user button.
Request admin permissions from your account administrator if you do not have the required access.
By following these guidelines, you can effectively manage user accounts and ensure that all agreements/documents are properly reassigned, maintaining seamless operations within your team.