Replacing Users

Re-assign records and preserve the old user's actions when replacing a user.

Turnover is inevitable. When a user changes roles or leaves the company, it's best to add the replacement (if needed) before deleting the old user. This makes it easy to assign any active records to the new user while saving the information about actions performed by the old user.

Renaming Isn't Recommended

Renaming a user might seem easier, but it will cause confusion. When you rename a user, all of the actions performed by the old user will have the new user's name. So if someone asks the new user why something failed testing two years ago, they won't know the answer.

Here's the history of a record QA Two tested.

Here's the same history after the user QA Two was renamed to be QA Five.

Recommended Method

To replace a user:

1. Add the new user using the information in the Online Help Guide.
2. Delete the old user using the steps in this Help section. The system will prompt you to select the replacement user for records assigned to the old user.

The history remains intact after deleting the user and selecting a replacement.