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

You choose during the removal steps. Only open actions are transferred or closed; closed actions stay tagged against the removed user for record keeping.

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.