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

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== Summary ==
 
== Summary ==
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This article explains how to remove a user from your Platinum system.
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This article explains how to delete a user from your Platinum system. This should only be used to delete a user record created in error.
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{{Warning|text=We do not recommend deleting user records as they are logged against transactions throughout the system.}}
  
 
== More Information ==
 
== More Information ==
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This process is only used, in general to remove users that have been created in error but never actually used.
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This process should only be used to remove a record created in error. To deactivate a user record for a leaver please see [[How do I deactivate a user?|this]] article.
  
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{{Note|text=We would recommend that you would deactivate a user in preference to removing the user as historic records will still refer to the removed user. For help wit this click See [[How do I Deactivate a User?|here]].}}
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The deletion of a user record can only be performed on a user that has been {{DataValue|Deactivated}}.
  
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The removal of a user can only be performed on a user that is 'Deactivated'. The procedure below when performed on an active will just result in them having a 'leaving date' assigned to them and thus making that user 'deactivated'.
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The procedure below, if performed on an active user, will result in them having a 'leaving date' assigned to them and thus making that user 'deactivated'.
  
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Go to {{UserSettings}}.
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* Go to {{UserSettings}}.
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*Enter the name of the user you wish to remove and select {{Button|Search}}.
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* Find the user to remove by entering their name and clicking {{Button|Search}}.
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*Press {{Button|Delete}} to delete them.
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* Click {{Button|Remove}}.
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*Click {{Button|Yes}} to confirm the deletion.
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* Click {{Button|Yes}} to confirm the deletion.
  
 
== See also ==
 
== See also ==
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* [[How do I set up a New User?]]
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* [[How do I deactivate a user?]]
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* [[How do I Deactivate a User?]]
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* [[How do I amend an existing user record?]]
  
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{{KB_Tags|Remove, Removing, delete, Deleting, User}}
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{{KB_Tags|remove, removing, delete, deleting, user, leaver}}
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{{FAQ}}{{ZN_Admin}}
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{{FAQ}}{{How}}{{ZN_Admin}}
  
 
{{KB_Ref|RP71}}
 
{{KB_Ref|RP71}}

Latest revision as of 13:57, 8 July 2024

Summary

This article explains how to delete a user from your Platinum system. This should only be used to delete a user record created in error.

We do not recommend deleting user records as they are logged against transactions throughout the system.

More Information

This process should only be used to remove a record created in error. To deactivate a user record for a leaver please see this article.

The deletion of a user record can only be performed on a user that has been 'Deactivated'.

The procedure below, if performed on an active user, will result in them having a 'leaving date' assigned to them and thus making that user 'deactivated'.

  • Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
  • Find the user to remove by entering their name and clicking [Search].
  • Click [Remove].
  • Click [Yes] to confirm the deletion.

See also


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Keywords AND Misspellings
remove, removing, delete, deleting, user, leaver
Tags

RP71

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