A single license is tied to a single user, but as team members change over time a license may be reassigned to a new user without losing the previous user’s work history, notes, etc
What do you need to do:
- Convert the old user to a Contact
- Add a new User to the platform
What’s the best way to do it:
- In the main Users tab of Midaxo, highlight the “exiting” user’s profile on the left side of the screen, and click the orange “Edit Profile” button in the top-right of their user profile
- In the Process Level Role box, click the arrow icon to show role options and select “Contact”. This will deactivate this user in the process and bar their access to the platform
- Once this change is saved in all processes, the license count will be reduced by one, and a new user can be added
- All previous assignments attributed to the old user will be maintained in existing projects, and all of their notes, assignments, comments, etc, will continue to show as before