Responsibility Transfer

Feature Summary

Full Explanation

When it is necessary to transfer responsibility from an user, whoever has an Administrator profile on the netLex platform will be able to do so through the settings menu.

 

Within "Settings", select the option highlighted in red: "Users". There you will find the option "transfer responsibility" by clicking on the three-point icon vertically, to the right of the user or team of your choice.

 

After clicking on the command highlighted above, a window will appear where you will complete the configuration. It is possible to transfer responsibility permanently or temporarily.

In the first option, it is necessary to define the period during which the transfer will be valid. In this way, all activities that are already open on the start date and those that start within that period will be directed to the new person in charge. Upon completion, the activities return to the original responsible.

This temporary transfer works in a similar way to the vacation setting that users are able to set in their own profile.

The second option is only available when a user is deleted. When deleting a user on the platform, the system requests that a person responsible for the activities of the user being deleted be indicated. In this way, all current and future activities will be directed to the new person in charge.

An important detail is that activities assigned to an individual user can only be transferred to another user.