The Deactivate User function is intended to block a user's access to the system—for example, when an employee leaves the company or simply no longer needs access to the registered information.
When deactivation is chosen, the user’s activity history in the system will be preserved, and any pending tasks assigned to them will be redirected to another responsible person.
To deactivate a registered user, follow the steps below. Keep in mind that proper permissions are required.
- Access the gear icon located in the upper-right corner of your screen and select Users:
- Find the user you want to deactivate and click on their name.
- Once the user profile screen opens, verify the existing data to ensure you’ve selected the correct user. Then, click on Deactivate.
- After clicking Deactivate, a window will automatically open for you to choose a replacement user—that is, the user who will receive the pending tasks of the deactivated user. Select the replacement and click Save.
- The system will display a confirmation message that the user has been successfully updated.
- When you return to the registered users screen, the system will indicate that the user is inactive.
