PLATFORM - Administration (Web) > Users > Managing Responsibilities > Transferring Responsibilities to a Person
Transferring Responsibilities to a Person
In the Administration desktop, you can transfer all or part of responsibilities from a user to one or more users.
The responsibilities transferred are deleted from the source user. To keep the responsibilities you can duplicate the responsibilities of the source user.
To transfer the responsibilities from a person to another one:
1. Access the Persons management pages.
2. In the list of persons, select the person from whom you want to transfer the responsibilities, then in the list menu bar, click Assignments > Transfer Assignments.
*You can select multiple persons.
The assignment transfer wizard pops up.
3. Click Next.
The window to add the persons to whom the assignments are transfered appears.
4. Click Connect .
5. Use the search tool to select the person to whom you want to transfer the assignments.
*You can select multiple persons.
In that case, only objects that can be assigned to multiple persons are available.
6. Click Connect.
7. Click Next.
8. Select the assignments you want to transfer:
In the Profile Assignment pane, select the profiles you want to transfer to the target user (or to the selected persons).
In the Object Assignments pane, select the object assignments you want to transfer.
9. (optional) In the Validity date of profile assignments part, you can modify the validity dates defined for the source person. Select:
Assignments always valid for a permanent validity of assignments.
Define validity dates then select the validity start and end dates.
10. Click OK.
The assignments selected are deleted from the source user (or source users) and transferred to the target user (or target users).