HOWTO: Insight > MPS > Reassign A Research Contact

Introduction

Keygivers can reassign contacts that they manage based on their role and associated organization assignment. 

 

Steps

  1. Navigation to Manage Profiles & Security and click Research Contacts.
  2. Search by the user or role you need to replace.
  3. Once you have located an individual, click the “Reassign” button to change the contact for a role/chief code to another team member.
  4. Locate the user in the dropdown by name and/or User ID.
  5. Click the Apply button.

 

Reminders

  1. If you have two team members assigned to the same role/chief code and one needs to be removed, reassign that user role to the other existing user and the rows will merge so only one contact will remain.
  2. If there are outstanding actions related to certain roles, it will reassign those actions to the new user. Roles include: DA Approver, Chief Approver and Department Keygiver.
  3. Reassignment of a Dept Administrator will replace the user on any Agreements where they are listed on the Contacts page.
  4. Keygivers can only add/update contacts that are related to the department roles and to the hierarchy they manage.
  5. Department Space Keygivers can only be reassigned by a user already in that role for the department. If your Department Space Keygiver has left and was not replaced, please contact the Insight Help Desk for assistance.
  6. Users must have access to the department before being assigned to a role.

 

Additional Guides

 

Go to KB0045174 in the IS Service Desk