Transferring Work Items

Before you start

The Manage user accounts user type permission is required.

If the work items transferred belong to an employee, the designated user must also be an employee.

The owner of the work items transferred must have the same user type as the designated user.

Configuration > [SmartOrg] > Administration > User Accounts

Here's what to do

1. Click a user account.
2. Click Transfer in Account Information.
3. Select a user.
4. Click Save.

Results:

Tasks have been transferred permanently to another use.

What to do next

Deleting the user account.