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Follow the instructions below to identify and remove or transfer a user’s roles and responsibilities.

  1. On the Define Users page, click Info on the user.

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  2. On the View User page, click View User Responsibility Report.

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  2. Review the User Responsibility Report.

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  2. Download the document Deactivating a Grand Avenue User Account

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  1. and follow the steps to remove the roles and responsibilities listed in the User Responsibility Report.

  2. Continue removing and/or reassigning tasks until the User Responsibility Report for the departing employee is empty.