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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Remove User Access

  • Updated:

If a user no longer needs to log into Agenda and Meeting Management Select, formerly CivicClerk, you can inactivate/deactivate their user account to remove their access to the system. This article will show you how to remove a user's access. For instructions on how to modify a user's access, view the Edit User Access article.

 

Important Notes

  • You cannot permanently delete a user from the system. This is so that the system can retain historical data related to item creation and approval processes.
  • If your organization uses a Custom Identity Provider to sign in and a user is deactivated in or removed from your active directory, the user will not be able to log into Agenda and Meeting Management Select. However, we still recommend that you follow the steps in this article to inactivate their account within Agenda and Meeting Management Select.

 

Instructions

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user you want to remove access from
    The Edit tool to the right of an example user.
  6. Uncheck the Active checkbox to label the user as inactive and remove their ability to log into Agenda and Meeting Management Select
    Active checkbox within the profile section.
  7. Check the Hide from Staff List checkbox to hide the user from the list of staff members that can be selected
    Hide from staff list checkbox.
  8. Check the Hide from Approvers List checkbox to hide the user from the list of approvers that can be selected
    Hide from approvers list checkbox.
  9. Click the Save Changes button
    The green, rectangular Save Changes button below the User Menu.
  10. The user will now appear as Inactive on the Users page and will no longer be able to log into Agenda and Meeting Management Select
    Users list with an X highlighted in the active column for the example user.

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Epopovitch

    Is there any way to completely remove them from the user list? As there is turnover in staff it would be nice to completely delete their account so it is not taking up space on the list of users. 

     

    0
  • Lindsey Harmon

    Hi Epopovitch,

    Thank you for your question! The inability to delete a user account is tied to the system's history requirements. In essence, the system prevents the deletion of a user account if it is tied to anything in the system.

    Support can only delete accounts in a few circumstances (typically immediately after an account is created), so we recommend using this article to inactivate and hide them instead.

    If you have questions about your specific situation, please contact our Support team. If you'd like, you can also add your feedback and suggestions to the Feature Requests section of our Help Center Community. Our Product team is able to review customer posts left there.

    0

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