Tip #62: Replace and transfer ownership of a user

Have you ever questioned whether it is possible to replace a user when they are promoted or leave the company? In Qntrl, we have brought in an option where you can efficiently handle this by replacing the user and transferring ownerships from the former user to either an existing or new user.

Let's take Zylker, a construction company, as an example. Zylker supervises numerous projects and employs 'n' number of field inspectors to keep an eye on the ongoing projects. In case a field inspector resigns or gets promoted, a replacement for the former must be appointed to transfer the tasks to another field inspector within the Organization. In these situations, manually updating the ownership of each task might be time-consuming. This is when the Replace user feature helps.

While deleting a user from the Organization, a pop-up menu with the Replace user option shows up using which you can replace and transfer the ownership of the user.

During the process of replacing a user, you can also transfer the ownership of Card Fields, Custom View, Orchestration Roles and Teams.

Note: The replaced user’s ownerships can also be transferred to multiple users to distribute the workload.

Know the step-by-step process to Replace a user from this help document .

We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com .

Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Sri Priya RK

Sticky Posts
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
Qntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
Tip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all business
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric