Who is this article for?

User Administrators who need to transfer work responsibilities from one user to another

Administrative access and area access is required

Administrators with access to the User Administration screen can transfer work responsibilities from one user to another. This feature is useful when an employee leaves or is unavailable, ensuring their tasks, reports, and dashboards are not neglected.

For example, if a user leaves, their responsibilities can be reassigned to another active user, maintaining workflow and productivity. This ensures continuity, allowing the new assignee to continue without disruption and meet deadlines efficiently.

Reassigning assignments, reports, or dashboards

Administrators can reassign one or all the assignments, reports, or dashboards to reassign.

Search for the user

Before selecting the user, select Reassign Work which will be displayed on the right-hand side of the screen.

Select the items to be reassigned

Select and reassign by choosing a person or team.

Confirming reassignment of work

• Assignments are reassigned to the new user’s assignment list.
• Reports are added to the new Users My Reports folder.
• Dashboards are added to a new user’s list of dashboards under My Dashboards as if they created them.

Warning
Notifications attached to reports will continue to be sent to the assigned notification recipients. If the new user did not receive a notification before the reassignment of the report, they will need to be added to the notification list.

Reassigning notifications

If a notification needs to be reassigned to another user, administrators who have access to the Notification screen can easily search for, modify, and delete notifications created by any user. The administrator can also reassign the reports from the admin area tools notification screen.

Users have the option to save reports linked to the notifications as their own and create a new notification.

Inactive user grace period
Should a user become inactivated, all notifications created by that user will cease to function after a period of 30 days.