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
- Sign in to Agenda and Meeting Management Select if you haven't already
- Navigate to the User Menu and select Settings
- Select User and Global Settings
- Select Users
- Select the Edit tool (purple pencil icon) next to the user you want to remove access from
- Uncheck the Active checkbox to label the user as inactive and remove their ability to log into Agenda and Meeting Management Select
- Check the Hide from Staff List checkbox to hide the user from the list of staff members that can be selected
- Check the Hide from Approvers List checkbox to hide the user from the list of approvers that can be selected
- Select Save Changes to save all changes to this user
- 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
Comments
Let us know what was helpful or not helpful about the article.2 comments
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.
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.
Please sign in to leave a comment.