Update Responsible User

Modified on Tue, 30 Jan 2024 at 09:32 AM

TABLE OF CONTENTS


Introduction

Facility:  AR_M_002

Menu Path:  Customers and Sales → Processing → Update Responsible User


This function allow you to update the Responsible Username linked to Customers from one user to another.


Example an employee who was 'responsible' for customers A, B and C leaves the company. A new employee joins the company and we need to give access to Employee 2 to view and manage the customers that belonged to Employee 1.


This function allows this process to take place and the system will move the Responsible User from Employee 1 to Employee 2.


Using the function


In the form below simple select the From Username and the To Username and confirm the process.



This process will update the Responsible Username, i.e. the 'Designated Broker' field, linked to the Customer as shown below.



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