How to Remove an Existing User from a User Group
There may be certain situations where you may need to Remove a User from a User Group. For example, the User has left your company or changed positions.
Below are the steps that must be carried out in order to Remove a User from a User Group. Expand each step below for further explanation.
To edit a User Group in Safefood 360°, navigate to Users in Settings using the 'Settings>Users' buttons and click the 'Groups' tab. Within the 'Groups' tab, click on the name of the User Group you wish to edit. The User Group name will be in blue text, which indicates a link.
Image: Navigating to Users via 'Settings>Users'
Image: Navigating to the 'Groups' Tab and Clicking the User Group Name
Once you have accessed the User Group page, you can make changes to any fields. To Remove the User, simply click the 'X' button and confirm the deletion by clicking 'Yes'.
Note: For further explanation on each of the fields of the User Group, see here.
Image: Remove User by Clicking the 'X' Button
Image: Confirm the Deletion by Clicking 'Yes'
After completing the changes to the User Group, scroll to the bottom of the User Group page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the User Group page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Groups tab.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the User Group page.
Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Groups Tab after Edits Saved
Related User Guide Articles:
- Removal of a User from a User Group Effects on the Document's Approval Workflow