Replace a User with Another Staff Member

ML Work Order Admins (Manage Site Settings) can replace an internal staff member, preserving all roles and permissions of the original user.

1.  Select Users > Manage Users from the left-side navigation menu.  

2. Select Actions > Add User (If they do not exist yet).

3. Once the new user has been added, select the Replace User icon on the person that is being replaced.

The Replace User Modal will be displayed.

4. Select the User that is replacing the user selected.

5. Review the information in the breakdown.

6. Click Save.

The User will be displayed that was replaced, indicating the roles and permissions were removed.

If you go back to the Manage Users page, you will see the new user has all of the Roles and Permissions.

NOTE: Below are all the fields that will be transferred over to the new user:

• User Related Fields
  • Roles
  • Administrative Permissions
• Settings
  • Approver in Approval Paths
  • Auto Notify
  • Auto Assign
• Work Orders
  • Assigned To field on all Work Orders
  • Approver in Approval Paths on all Work Orders
• MLS Integrated Work Orders
  • In the edit building page, the auto-assigned user in the "Assign work orders created from MLS:" section will update to the new users.
• PMs
  • Assign to field on PMs
• Inventory Requests
  • Approver in Approval Paths on All Inventory Requests
• Inventory
  • Inventory Stock Responsible User
• Assets
  • Assigned User FIeld
  • If an asset is checked out and not yet checked in, the checked-out user will update to the new user in the check-out history tab for assets. In this case, the assign-to field on the asset will update as well.