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

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== Summary ==
 
== Summary ==
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{{Note|title=Important|text=We would recommend that you would de-activate a user in preference to removing the user as historic records will still refer to the removed user.}}
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See [[How do I Deactivate a User?]]
  
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The following article explains How to remove a user from your Platinum system.
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== More Information ==
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To remove a user select "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance".
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{{Note|title=PLEASE NOTE|text=It is important to make sure the user has been de-activated for at least 6 months before they are removed from the system entirely (See knowledge base article [http://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Deactivate_a_User%3F here] on how to deactivate a user). The reason for this is the user will have their name stamped against history within the system (sales etc) and if their user is removed the history will remain on the system but you would not know how created that history as the username would be blank. By leaving it a while before deletion this makes sure any problems that may occur are rectified before deletion.}}
 
  
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== Details ==
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The removal of a user can only be performed on a user that is 'De-activated'. 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 'de-activated'.
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To deactivate a user get into "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance".
 
  
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This defaults to your user account:.
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*On the {{DataPrompt|User ID}} type in the user code of the user you wish to remove or search for their User ID by pressing {{KeyPress|C-F1}}.
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*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|Ctrl+F1}}.
 
 
*Press {{KeyPress|F10}} to delete them.
 
*Press {{KeyPress|F10}} to delete them.
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*Click {{Button|Yes}} to confirm the change.
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*Click {{Button|Yes}} to confirm the deletion.
  
 
== See also ==
 
== See also ==

Revision as of 11:10, 8 July 2009

Summary

Important: We would recommend that you would de-activate a user in preference to removing the user as historic records will still refer to the removed user.

See How do I Deactivate a User?

More Information

To remove a user select "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance".

The removal of a user can only be performed on a user that is 'De-activated'. 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 'de-activated'.

  • On the "User ID" type in the user code of the user you wish to remove or search for their User ID by pressing <Ctrl+F1>.
  • Press <F10> to delete them.
  • Click [Yes] to confirm the deletion.

See also


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Keywords AND Misspellings
Remove, Removing, delete, Deleting, User
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