Managing access is up to your organization's own admin team, not Loctax. Open the organization menu, select Organization settings, then Users. The Entities and Business units columns show what each user can access.
Steps
Find the user, open the menu at the end of their row and select Edit permissions.
If their work changes, choose the role that fits their new responsibilities.
Under Access to entities, keep only what they work on: add the new entities and remove the ones they hand over.
Do the same under Access to business units.
Select Save. The Users list shows the new role and access straight away.
Good to know
Access can be restricted for users with a custom role. System roles, such as Admin or Viewer, have fixed access.
Changing access doesn't move any work. If the user hands over tasks, reassign those too, for example in the workflows they work on.