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Remove User Access

Alyssa Cook
  • Updated

This article will show you how to disable a user's access.

 

Important Note

  • 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.

 

Instructions

 

  1. Navigate to the User Menu > Settings
    user menu, settings
  2. Select Users and Global Settings 
    user and global settings button
  3. Select Users
    users button
  4. Select the Edit tool (purple pencil icon) next to the user you want to remove access from
    edit button
  5. Check the box next to Hide from Staff List to hide the user from the Staff List
    hide from staff list checkbox
  6. Check the box next to Hide from Approvers List to hide the user from the Approvers List
    hide from approvers list checkbox
  7. Uncheck the box next to the Active option to label the user as inactive
    active user checkbox
  8. Check or uncheck the Access checkboxes to limit user access as desired 
    user access checkboxes
  9. Select Save Changes to save all changes
    save changes button
  10. The User will now appear as Inactive on the Users page and will lose access to modules
    inactive user

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