To find, navigate to ORGANIZATION->USERS & PERMISSIONS->USERS->Access
First and foremost, it is important to understand that deleting or removing a user entirely from the system is not possible. If the system allowed deleting of a user, all associated actions ever carried out by the user would no longer be reportable; in other words, if the user was to simply disappear from the system, all their historical interaction with the system would also disappear.
Instead, the system allows for completely removing a user's access rights, effectively disabling that user. This results in maintaining all historical interactions, while at the same time prevents any future interactions. While they'll still be able to "log in" they will not be able to do anything once logged in.
To disable a user from the system, once you're logged in and viewing one of your sites:
- Select CONFIGURATION
- Drop down USERS & PERMISSIONS, and select USERS
- Start typing the username in question (or you can scroll the list of all users to find them)
- Click anywhere within the row containing that user's information.
This will bring up the USER DETAILS window. Click Access to show all current permissions this user has.
Here we see this user currently has access to several locations. To remove access, toggle the "Active" slider from right to left by clicking on it. Active will turn gray indicating this right has been denied/turned off.
Note: you may also select the three dots to the far right of "DEFAULT MANAGER" (this user's currently assigned permission set).
This brings up a shortcut to "Deactivate all Sites"
Choosing this option marks all sides as inactive (slider moves to the left/grays out).
Double check no active sliders remain blue/slid to the right, and click SUBMIT. This user has now been denied all permissions and access to all locations, and may no longer interact with your system.
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