Difference between revisions of "How do I deactivate a user?"
From Catalyst
(Bulk update) |
Katy Kitchen (talk | contribs) |
||
| Line 6: | Line 6: | ||
We do not advise you delete the user as this may affect historical reporting of transactions. | We do not advise you delete the user as this may affect historical reporting of transactions. | ||
| + | |||
| + | {{Warning|text=It is important that you do not enter a leaving date on their record until they actually leave else they will be immediately unable to access Platinum or Platinum Online.}} | ||
Go to {{UserSettings}}. | Go to {{UserSettings}}. | ||
| Line 12: | Line 14: | ||
* On the {{DataPrompt|Leaving date}}, enter the date that the user left. Check and confirm the {{DataPrompt|Leaving date}} for this user. | * On the {{DataPrompt|Leaving date}}, enter the date that the user left. Check and confirm the {{DataPrompt|Leaving date}} for this user. | ||
* Now set {{DataPrompt|User Active}} to {{DataValue|No}}. | * Now set {{DataPrompt|User Active}} to {{DataValue|No}}. | ||
| − | * | + | * Click {{Button|Done}} and then {{Button|Accept}} to accept the changes made. |
== See also == | == See also == | ||
Revision as of 10:29, 30 May 2022
Summary
This article explains how to deactivate a user from your Platinum system.
More Information
When a employee leaves the company, it is good practice to make their Platinum user inactive which prevents users logging in under their user code.
We do not advise you delete the user as this may affect historical reporting of transactions.
 | It is important that you do not enter a leaving date on their record until they actually leave else they will be immediately unable to access Platinum or Platinum Online. |
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you wish to deactivate and select [Search].
- Press [Edit] to edit the user.
- On the "Leaving date", enter the date that the user left. Check and confirm the "Leaving date" for this user.
- Now set "User Active" to 'No'.
- Click [Done] and then [Accept] to accept the changes made.
See also
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
RP71
