davelowe wrote:In MLS 2.9 you can consume one of the 2 Out of Unit Administrator slots and you can't get it back. If you remove an Out of Unit Administrator who is attached to a financial transaction, the person is not removed and they maintain the Out of Unit Administrator status. You can't recover them and switch them to a unit administrator because they are not in the unit and MLS 2.9 won't let you make the change.
Maybe you can make them an out of unit member, switch them to a unit administrator, and then delete the out of unit member record. Has anyone tried this?
I read too quickly the first time. Having reread your post, I was able to duplicate the issue. As you mention and as jdlessley pointed out, once a user is attached to a financial transaction, their account can only be inactivated.
jdlessley wrote:Once a financial transaction is made from a user account it cannot be removed. It will remain in the system until the required period to maintain financial records has elapsed. It does not matter how you try to remove them. You could try doing as crislapi has done and change their user status to recover your lost Out of Unit Administrator user account.
This time I created an expense using my out of unit administrator. I then removed him and received the same warning we've all seen: account is inactive, but can't be deleted because it's affiliated with financial records. I couldn't switch it to member of unit because there is no associated member record. So I created an out of unit record named Clerk, Stake will just the required info. The one snag I ran into is that it requires a valid (or valid format, at least) member number. Unless HQ is willing to supply a dummy membership record number for this, I'd see if you can't track down the member record number of the out of unit administrator. Once this was created, I was able to associate this record to the user account, switching it to member of unit. I had already deleted it, so now that it was switched, I was able to add a new second out of unit administrator.
As a side note, to affiliate a member record with a user account you must have a membership number in the record.
The obvious catch is that if your out of unit adminstrators are often involved in financial transactions in your ward and they a replaced often, you're going to end up with a lot of out of unit records in your records.They will show up on your directories and rolls and home teaching lists.
* Disclaimer - in case you didn't see it above, I did all this in the test_ward and not my actual ward MLS.