Short Description
Instructions for moving a user from one organisation to another in Basware Portal when required permissions cannot be granted in the current organisation.
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Description
In some cases, it is not possible to assign the required privileges to a user within their current organisation in Basware Portal.
If the customer agrees, the user can be moved to another organisation where the appropriate permissions can be applied.
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Prerequisites
•    Customer has approved the user move
•    Support agent has access to both source and target organisations
•    User already exists in the system
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Procedure
1.    Navigate to the source organisation (current organisation of the user)

 

2.    Locate the user and select:
More Actions → Copy to Clipboard

 
o    A confirmation message will be displayed

3.    Navigate to the target organisation (where the user should be moved)

4.    Select:
More Actions → Move Users

5.    Complete the move using the copied user information by clicking Move Users

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Result
The user is successfully moved to the target organisation and can be assigned the required permissions.
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Important Information
•    Always confirm customer approval before moving the user
•    The user will no longer belong to the original organisation after the move
•    Verify and update user permissions after the transfer
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Internal Notes (For Support Use Only)
•    This action is typically used when role/permission assignment is restricted at the organisation level
•    Ensure that moving the user does not impact existing workflows, approvals, or invoice visibility
•    If the user has historical data (e.g., approvals, invoices), validate with the customer whether these need to remain accessible
•    In case of issues after the move, check user synchronisation and role assignments in the target organisation
•    If Move Users option is not visible, verify user admin rights in the portal
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Related Articles
•    BCN - Portal - Requests for new users for ONP Portal