When removing a user who has assigned Actions, these can easily be transferred to another user, or closed off.

This is option is available during the removal steps.

Note - all open actions only that are assigned to the user are transferred or marked as closed. Any closed actions remain tagged against this removed user for record keeping purposes.

Removing a user with assigned Actions:

1. Click into the Admin Menu.
2. Click into Users.
3. Click “Edit” on the user to remove.
4. Click “Remove User”.
5. On the pop up window select whether to Transfer or Close their Actions.
   1. If selecting Transfer, you will be asked to which user.
6. Click “Proceed” to complete the removal.

Note - all open actions assigned to the user are transferred or marked as closed. Any closed actions remain tagged against this removed user for record keeping purposes.