Moving a User to Another Group

Overview

You may need to add users to a different group when a user was transferred to another department or branch, or when a worker left the company but you want to keep the account for reporting purposes.

Prerequisites

You need to have an account with Company Administrator, Super User role, or a custom role with rights to edit users.

Solution

1. Create a new group to which you want to move the user (if it hasn't been created yet).
2. Navigate to Administration > Users.
   
   
   
   
3. Click on the required account and select Edit User.
   
   
   
   
4. From the Group drop-down list, select the group to which you want to assign the user. Note that changing the Group will de-associate the worker from JobTypes, Forms, Landmarks, etc.
   Note: Make sure that the security role assigned to the user has access to the selected group; otherwise, the user will not be able to log in, encountering the following error: "You have been logged out because you are not authorized to access the requested page".
   • If the user left the company, you can move their account to a special group (e.g., Inactive Users) - they will not be able to log in, but timesheets, trips, and other information associated with their account will be kept.
     
     
     
     
5. Click Save & Close.

Testing

The updated user is displayed under the new group.

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