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

From Catalyst
Jump to: navigation, search
m
(→‎See also)
 
(31 intermediate revisions by 7 users not shown)
Line 1: Line 1:
−
{{Review}}{{Incomplete}}
 
−
 
 
== Summary ==
 
== Summary ==
−
When a user of the Platinum Software leaves the company it is good maintenance to make their Platinum user inactive, this keeps the security nice and tight on Platinum.
+
This article explains how to deactivate a user from your Platinum system.
  
−
== Additional Information ==
+
== More Information ==
−
In order to make a user inactive in platinum you will need access to the core system modules and then go to "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 will Bring up your very own User Account:.
+
We do not advise you delete the user as this may affect historical reporting of transactions.
−
*On the account code either type in the user code of the User you wish to Deactivate or Search for their User Account via pressing {{KeyPress|Ctrl+F1}} and typing in their name. Press {{KeyPress|F2}} to select them.
 
  
−
*When in the desired User Account you will need to press {{KeyPress|Enter}} until you get to the {{DataPrompt|Leaving Date:}} Type in the date when the user left the Company.
+
{{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.}}
  
−
*Then press {{KeyPress|Enter}} to move onto the {{DataPrompt|User Active}} which will already have a {{DataValue|Y}} in. Replace this with a {{DataValue|N}} which will deactivate the account.
+
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.
  
−
*Press {{KeyPress|Esc}} and click {{Button|Accept}}.
+
== See also ==
−
 
+
* [[How do I make a technician leave?]]
−
{{Note|text=This will '''not''' delete the user from the Platinum Software but '''will''' prevent that user from accessing Platinum again.}}
+
* [[How do I remove a user?]]
  
−
== See also ==
+
{{KB_Tags|remove, removing, delete, deleting, user, deactivate, disable, stop}}
−
*[[Adding Items to Custom Menus]]
+
{{FAQ}}{{How}}{{ZN_Admin}}
−
*[[How do I set up a New User?]]
 
  
−
{{FAQ}}{{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"