Reassigning Tasks in Laserfiche Cloud - How Does It Work?

asked on March 29, 2023 • Show version history

Hi All,

We've created a fair few processes in Laserfiche Cloud now, but one thing I can't get my head around is the permissions required for reassigning tasks.

There doesn't seem to be a lot of documentation on the rights required for this (please correct me if I've missed it!) but from what I've found there's basically two levels:

Anyone with the "Process Administrator" account level right can reassign all tasks for all processes, including tasks that are currently unassigned (i.e. assigned to a team or multiple people)
Users without the "Process Administrator" right can only reassign tasks which are currently assigned to them, and they can reassign these tasks to any user of the cloud account

As far as I can see, there's no way to grant rights to reassign tasks on an individual process level (the equivalent of the "Business Manager" right for on-premise systems). Is that correct?

Also, we have a process where we do not want users to be able to reassign the tasks. I can't see any way of doing this currently however?

Appreciate any feedback anyone might have on the above!

Cheers,

Dan

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replied on March 29, 2023

The user rights would be assigned in Teams. Open Teams Under Business Process, Users can have the rights of Viewer, Analyst, Team Manager, Team Developer. Look at assigning Manager rights to the user to give them access to Reassign Tasks assigned to the team

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replied on March 30, 2023

Thanks Steve, from my previous testing assigning any level of these rights didn't seem to make a difference to how reassigning tasks within the team worked, but maybe I missed something. I'll give it another go.

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replied on March 21, 2024

Hi All,

We have recently updated the Team Analyst role to also be able to re-assign the task of a process as they're also able to see the underlying data. Please apply this role to any users or managers that may need to do any re-assignments.

Let me know if there are any questions!

Thanks.

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replied on February 19

Hi Tesia,

After assigning a test user the Team Analyst role, the user does not seem to be able to assign tasks from the team to other users. Only to themselves. Is there more detail regarding what else is required to be able to have a user assign team tasks to other users? Full license vs Participant vs Community, Account PA settings?

Thanks

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Reassigning Tasks in Laserfiche Cloud - How Does It Work?

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