Removing, Deactivating a User
⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”
Removing a User
🔹 Step 1: Accessing to User Profile
Admins can find other users under the Client Profile in the ‘Users’ tab.
Then, click on the Username you want to view/edit and Admins will be taken to that User Profile (user's information page).
🔹 Step 2: Delete User
In the User Profile (user's information page), select Delete User option and confirm the deletion to complete the process.
Deactivating a User
Instead of deleting, you can deactivate a user to prevent them from logging in.
🔹 Step 1: Accessing to User Profile
Admins can find other users under the Client Profile in the ‘Users’ tab.
Then, click on the Username you want to view/edit and Admins will be taken to that User Profile (user's information page).
🔹 Step 2: Choose Edit User Rights
In the User Profile (user's information page), find and click "Edit User Rights".
🔹 Step 3: Uncheck the Active checkbox and click Submit.
Deactivated users will see a screen saying “Your account is awaiting activation” and will have an icon displayed next to their account.
The deactivated user account will appear with the
icon next to it.
If you have any questions, don't hesitate to ask, we're always here to help!
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