Making Users Inactive

Learn how to manage user access to the system.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

As you’ll need to keep a history against activies, contracts and the history in the system, we don’t delete users if they no longer need access to the system. Instead, we make them inactive which means they can no longer access the system, but all of their history is retained. To make a user inactive:

1. Log in to your system with a user who has Super Admin permissions.
2. In the top menu bar on the right hand side there is a menu option called ‘Admin’.
3. You can either:
   • Hover over ‘Admin’ which will show you a dropdown menu and from this dropdown click ‘Users’
   • Click ‘Admin’ and a left side menu will appear, and you can click ‘Users’ from here
4. Type the user name you wish to make inactive into the ‘User Name’ field
5. Click the Search button
6. Click ‘Select Action’
7. Click Edit
8. Untick the ‘Is Active’ checkbox
9. Click Save