How to Remove an Active User and Accepted Invitation
There may be certain situations where you may need to remove an Active User and Invitation. For example, a User has left the Company or the wrong User was invited.
Below are the steps that must be carried out in order to Remove an Active User. Expand each step below for further explanation.
To remove an Active User, you must navigate to the User via the 'Settings>Users' buttons.
Note: You will only see the 'Settings' button if you have the correct Role access. Ensure that you contact your site admin if you do not have the access to complete this task.
Image: Navigating to Users via the 'Settings>User' Buttons
The Users tab will contain all Internal Users and Supplier Portal Users. You will need to locate the Internal User from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the pages.
Image: Locating the User
Once you have located the User, click on the name of the User you wish to remove access for. The User name will be in blue text, which indicates a link.
Image: Access User via User Name
To remove the User, simply click the 'Remove User' button at the bottom of the page. A confirmation pop-up will appear, asking you to confirm the User removal. Once you click 'Yes', the User will be removed. The User will no longer be able to log in to your Site.
Image: User Page with Removal Button
Image: Confirmation Screen for Removal
The Invitations tab will contain all Internal User Invitations and Supplier Portal User Invitations. You will need to locate the Internal User Invitation from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the pages.
Image: Locating the Internal User Invitation
Once you have located your Internal User Invitation, click on the name of the Internal User Invitation you wish to remove. The Internal User Invitation name will be in blue text, which indicates a link.
Image: Access Internal User Invitation via User Name
To remove the Internal User Invitation, simply click the 'Remove Invitation' button at the bottom of the page. A confirmation pop-up will appear, asking you to confirm the Internal User Invitation removal. Once you click 'Yes', the Internal User Invitation will be removed.
Image: Internal User Invitation Page with Removal Button
Image: Confirmation Screen for Removal
Accidentally Removed a User?
If you have accidentally removed a User, do not invite the User again with the same Email Address. You can recover the User from the 'Deleted Records Archive'. If you cannot locate the User in the 'Deleted Records Archive', a ticket can be sent to the Support Team via the 'Help' button, requesting the Users recovering.
Next Steps:
Now that you have removed the Internal User and Invitation, you may wish to:
1. Archive the Employee that was Contact Associated with the Internal User
Important to Remember!
If an Email Address or 24 Hour Contact have been added to an Employee and Alerts have been built within your site to include the option of email or SMS, the system will automatically pull the contact details from here, meaning that your Employee will receive an Alert if an Email Address or 24 Hour Contact are present.
Therefore, if you have removed the Internal User and you no longer wish for a Employee to receive Alerts, ensure to either:
- Move the Email Address and 24 Hour Contact details into the 'Notes' open text field within the Employee page. This allows you to keep the Employee details without having the Alerts sent to your Employee.
- Archive the Employee.