When it's time to end collaboration with a colleague, you can use the function of firing the user from the workspace.
How to do it?
❗️ Only the administrator of the space and users with a certain set of rights can fire employees.
There are two ways to start firing the user:
1. using the option in the interaction menu in the list of employees.
After that, a window will open where you need to select which type of firing to apply to the employee.
2. Or directly on his/her profile page. You also need to use the interaction menu and select the Fire the employee item.
After that, a similar window will also open, where you need to select which type of firing to apply to the employee.
Firing with handoff cases
This option will soon be available on commercial plans.
This is the type of firing, which will result in blocking the employee in the space, changing his/her status to Fired, as well as the handoff of all his/her cases to other persons responsible.
After applying the Firing with handoff cases option, the system displays a message about the success of this action. As well as confirmation that the user no longer has access to the space.
Next, you need to hand off cases to other employees in order not to lose any work data.
An article on handoff cases will soon appear in our Knowledge Base. You can find it at this link 😉
Quick firing
This option is applied by default, unless you select a firing type yourself.
This is the type of firing, the result of which will be blocking the employee in the space, changing his/her status to Fired. But, the cases for which he/she was responsible will remain assigned to him/her.
After applying the Quick firing option, the system will display a message about the success of this action as well as confirmation that the user no longer has access to the space.
❗️ After the firing of the employee, you can hand off cases to other persons responsible at any time. To do this, in the interaction menu (both in the employee list and directly in the profile), you need to select the Hand off cases item.
In addition, Quick firing is available when performing mass actions. Mark the required employees and click on the trash icon.
A window will open to confirm the actions and warning displays that with such a firing, the handoff cases is not immediately available, but it can be done later manually.
After applying the mass firing, a message about the success of the actions will be displayed as well as confirming that users no longer have access to the space.
🔍 You can read more about mass actions in the employee list in the following article.
Also, at any time, if necessary, the fired employees can be Restored in the space.
🔍 How to restore fired employees you can read in the following article.
If you have additional questions or you need to contact the support, send a request to this email [email protected]