We created custom roles for a group of users in 1 the parent Company. But we need to move those users to a 2nd level company.
When we use the move user functionality we get an error: User(s) have a custom role that belongs to their current company.
How can we move those users to another company?
Hello,
Thank you for reaching out and for your inquiry.
Your request is currently under review and analysis. Once the evaluation is complete, I will get back to you with further information, findings, or suggestions.
Thank you for your patience in the meantime.
Best regards,
Hello,
According to our RMS developers, the behavior you’re seeing is expected. The error appears because the users you are trying to move have custom roles assigned, and roles are not moved together with the user. This is done to avoid situations where a user could end up with permissions they should not have in the new company.
In this case, before moving the user, please assign them one of the default roles. Once this is done, the move will succeed.
Additionally, there is a planned improvement under consideration: a prompt for selecting which role to assign when moving a user to another company. This has been noted as a suggestion for future RMS updates.
Best regards,
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