When disabling a user, you can choose a substitute responsible for the user's documents. 

An alternative user will perform any actions instead of a disabled one. 


TABLE OF CONTENTS

To delegate documents: 

  • Go to Configuration —> User Management;
  • Find the user you need to disable and press the Edit User button;
  • Move the Enable switch to 'off' and press Update;
  • In the dialog window, you'll be proposed to choose a substitute user;
  • Click on the dropdown menu and choose a substitute user from the list;
  • Confirm your actions by pressing the 'Yes' button.

 

What does the substitute get after the access delegation:

  • All documents that have to be matched and revised by the user;
  • All future documents that will demand matching and revision of the disabled user;
  • The substitute user will get simple Precoro and e-mail notifications about required actions;
  • All actions with documents and items will be available for the alternative user;


The substitute user will also have the info cards in the document lists. These cards will help to manage the documents of the disabled user.


 


Please note: 

  • Only users with the same roles and access to the same locations and Documents Custom Fields will be proposed to you as substitutes
  • The substitute user will be asked to take some actions in documents:
    • to accept Invoices when there are some changes
    • to revise when the approver sends the document to fix something
  • An alternative user will get emails when some actions are needed.
  • You can see who is the substitute for the disabled user in User Management:



How to choose a substitute for the already disabled user:

  • Go to Configuration —> User Management;
  • Find the disabled user by clicking the Show Filters button and setting the Enabled filter as 'no';
  • Find the user you need to choose as a substitute and press the Edit User button;
  • Move the Enable switch to 'on' and press Update;
  • Then disable the user by the same switch and press Update;
  • In the dialog window, you'll be proposed to choose a substitute user;
  • Click on the dropdown menu and choose a substitute user from the list;
  • Confirm your actions by pressing the 'Yes' button.


What if you don't see the necessary substitute user in the list:

  • Ensure that the user you are going to set as a substitute has all needed roles and access to locations and Documents Custom Fields.
  • Repeat the process of setting up the substitute user.