|
Klassiska filtyper är inte längre tillgängliga för användning från och med januari 2021. Du kan överföra dina klassiska filer eller ladda ner en PDF. Läs mer

Certification group migration

Besvarat
Begär demo

hi All,

I have a question on groups created under the members tab in certifications - if i migrate that where can it be found in the processes tab and how do we use find it and use it in the new certifications processes section?

0

Kommentarer

8 kommentarer

Datum Röster
  • Isaac Oard

    Hi @... The groups will appear as workspace groups after the migration.  When they send a bulk certification, you can pick the group they want to use from the list and similar to classic it will generate a unique letter and send it to each individual in the group.

    0
  • Permanently deleted user
    • Redigerad

    thanks this helps however i see some workspaces the migration button is greyed out, why?  (screenshot below).

    also 

    1. is there an option to delete old/blank processes ?
    2. Can you create new groups in process section? how ?
    0
  • Isaac Oard

    Hi @... 

    Group migration requires the Workspace Owner system role and Certifier Admin ability.

    Yes, for classic its from the process landing page, clicking on the more dropdown > delete

    No, you cant add a group to a signer/approver step in processes, nor could you in classic. What you can do in processes is use a group to create individual actions assigned to each user in the group, this works identically to how classic worked.

    0
  • Permanently deleted user

    so with just certifier admin role he can use the migrate of group button ? 

    0
  • Permanently deleted user
    • Redigerad

    any was to edit permissions prior to migration of templates 

    0
  • Lease Center of Excellence

    How can we migrate groups? The "migrate group" button is greyed out. I reached out to my administrator and have been granted "Workspace Admin" and "Workspace Owner" yet it is still greyed out. 

    0
  • Isaac Oard

    @... That is correct 

    0
  • Isaac Oard
    • Redigerad
    Hi Lease Center of Excellence most likely you are missing BOTH roles that are needed to do any of the migrations: Who can migrate?
    Users who have both sets of roles can migrate:
    • Certifier Admin, Certifier Creator or Workspace Owner in classic Certs AND
    • One of the following roles that allows you to create a Process
    STANDARD, XBRL_EDITOR, XBRL_VIEWER, XBRL_MANAGER, XBRL_REVIEWER, PROCESS_CONTROL_OWNER, EXTERNAL_AUDIT, TESTER, REVIEWER, MANAGER, PREPARER,PROFESSIONAL, SEC_EDITOR, EDITOR, WORKSPACE_SUPPORT_USER
    0

Du måste logga in om du vill lämna en kommentar.