If we have an employee turn over, how we we replace the details on that user with a new user? (I can edit everything except the e-mail address.)
How do I replace a user?
You can’t change a user’s email address in Karbon.
You will want to add the new employee and then archive the former employee. When you archive the former employee, you’ll be given the option to reassign that employee’s Karbon work/tasks to another user.
As
Jen nailed it. I just went through this as a team member resigned. Here is a link to the section in Karbon help that goes through “long-term leave” for a team member.
I also recommend you download the Karbon template titled “Staff Offboarding”.
You can’t change a user’s email address in Karbon.
You will want to add the new employee and then archive the former employee. When you archive the former employee, you’ll be given the option to reassign that employee’s Karbon work/tasks to another user.
Thanks
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