Difference between revisions of "How do I deactivate a user?"

From Catalyst
Jump to: navigation, search
(→‎See also)
 
(24 intermediate revisions by 6 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
When a employee leaves the company, it is good maintenance to make their Platinum user inactive which prevents users logging in under their user code and is generally good house keeping for Platinum.
+
This article explains how to deactivate a user from your Platinum system.
  
 
== More Information ==
 
== More Information ==
−
To deactivate a user get into {{Menu|Reports & Parameters|Maintenance Options|System Administrator|User Maintenance}}.
+
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.
  
−
This defaults to your user account:.
+
We do not advise you delete the user as this may affect historical reporting of transactions.
−
*On the {{DataPrompt|User ID}} type in the user code of the user you wish to deactivate or search for their User ID by pressing {{KeyPress|C-F1}}.
 
−
*Press {{KeyPress|F2}} to select them.
 
−
*Press {{KeyPress|Enter}} until you get to the {{DataPrompt|Leaving Date:}} and enter the date user has left the company.
 
−
*Toggle the {{DataPrompt|User Active}} to {{DataValue|N}}.
 
−
*Press {{KeyPress|Esc}} and click {{Button|Accept}}.
 
  
−
{{Note|text=This will '''not''' delete the user from the Platinum Software but '''will''' prevent that user from accessing Platinum again.}}
+
{{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}}.
 +
* Enter the name of the user you wish to deactivate and select {{Button|Search}}.
 +
* Press {{Button|Edit}} to edit the 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}}.
 +
* Click {{Button|Done}} and then {{Button|Accept}} to accept the changes made.
  
 
== See also ==
 
== See also ==
−
*[[Adding Items to Custom Menus]]
+
* [[How do I make a technician leave?]]
−
*[[How do I Remove a User From Platinum?]]
+
* [[How do I remove a user?]]
−
*[[How do I set up a New User?]]
+
 
 +
{{KB_Tags|remove, removing, delete, deleting, user, deactivate, disable, stop}}
 +
{{FAQ}}{{How}}{{ZN_Admin}}
  
−
{{FAQ}}{{ZN_Admin}}{{KB_Tags|Remove, Removing, delete, Deleting, User, Deactivate, Stop}}
+
{{KB_Ref|RP71}}

Latest 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
remove, removing, delete, deleting, user, deactivate, disable, stop
Tags

RP71

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_deactivate_a_user%3F&oldid=43511"