The Replace / Switch Members tab allows system administrator to make bulk membership replacements on entities.
To navigate to the Replace / Switch Members tab:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Membership link in the Member Administration column.
The Manage Membership page opens.
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Select the Replace / Switch Members tab.
The Replace / Switch Members page opens.
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Follow a procedure below.
Completely Replace Member on All Entities
To completely replace the member on all entities:
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Select the member who is being replaced from the Select Member who is being replaced field.
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If you would like to remove the member who is being replaced from the selected entities, select the Remove this member from selected entities after replacing? check box.
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Select the member who will be replacing the member in step 2 from the Select Member who will inherit responsibilities field.
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If you would like to promote this member to manager on entities where the previous member was a manager, select the Promote inheriting member to manager on entities replaced member was a manager for? check box.
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If you want the member to inherit the job titles that the previous member had, select the Assign inheriting member to receive the replaced member's job title(s)? check box.
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Select the Completely replace this Member on ALL entities?option.
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Select the option you want:
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Completely replace this member on all Org Charts (Operating and Pre-open)?: Replace the member on all org charts.
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Completely remove this member from all Org Charts (Operating and Pre-open)?: Remove the member from all org charts.
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To deactivate the member you are replacing after making the replacement, select Deactivate this member after replacing?.
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Click Next.
The Completely replacing [User A] with [User B] in ALL entities page opens. A table containing all entities where the user was a member appears on the page.
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Click Process Planned Membership at the bottom of the page.
The system opens a processing page.
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Wait until the entity membership job completes processing.
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To change the membership of another user, click Another Member.
The system returns you to the Replace / Switch Members page.
Replace Member on Selected Entities
To review the changes you've made, select the Only show entities that will have a change in membership check box at the top of the page. Lucernex will display all entities with pending changes.
To replace a member on selected entities:
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Select the member who is being replaced from the Select Member who is being replaced field.
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If you would like to remove the member who is being replaced from the selected entities, select the Remove this member from selected entities after replacing? check box.
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Select the member who will be replacing the member in step 2 from the Select Member who will inherit responsibilities field.
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If you would like to promote this member to manager on entities where the previous member was a manager, select the Promote inheriting member to manager on entities replaced member was a manager for? check box.
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If you want the member to inherit the job titles that the previous member had, select the Assign inheriting member to receive the replaced member's job title(s)? check box.
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Select the Replace on selected entities? option.
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Click Next.
The Replacing [User A] with [User B] in selected entities page opens. A table containing all entities where the user was a member appears on the page.
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Follow the appropriate procedures below:
Filter the Replacing [User A] with [User B] in selected entities page
To filter the Replacing [User A] with [User B] in selected entities page:
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Click Set Filters in the upper-left corner of the table.
The Contact Info window opens.
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Select the check boxes next to the entities you want to have displayed in the table.
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Click Apply Filters.
The page refreshes. The entities which match your filter criteria appear in the table.
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To search for a specific entity:
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Select the column whose data you want to use as search criteria from the Column Filter field.
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Enter your search criteria in the Search in the header bar of the table.
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Click Search.
This appears to the right of the Search field.
The results which match your search criteria display in the table.
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Replace a User as a Member or Manager on an Individual Basis
To replace a user as a member or manager on a entity-by-entity basis:
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Find the entity for which you want to replace the member.
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Click Replace link in the Planned Membership column to replace the user as a member or manager.
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Repeat step b for all entities for which you want to replace the user.
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Click Process Planned Membership at the bottom of the page.
The system opens a processing page.
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Wait until the entity membership job completes processing.
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To change the membership of another user, click Another Member.
The system returns you to the Replace / Switch Members page.
Replace in Bulk
To replace a user as a member or manager in bulk:
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Click Planned Membership column header.
The Planned Membership opens.
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Choose one of the following options:
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Replace
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Clear All
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Do one of the following:
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All Grid Rows: Apply the change to all results in the table.
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Displayed Grid Rows: Only apply the change to the results displayed in the current page of results.
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Click Process Planned Membership at the bottom of the page.
The system opens a processing page.
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Wait until the entity membership job completes processing.
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To change the membership of another user, click Another Member.
The system returns you to the Replace / Switch Members page.
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