Delete User

Users with the required Permissions can delete a user's account from the system. However, a user account cannot be deleted if assigned to a Request. Also, Admin User accounts cannot be deleted.

Steps to Delete a User

  1. Click Administration > Organization Setup > Users. The Create/Search Users screen displays as shown below.

  1. Enter Search Criteria for the user you want to delete, then click Search. The Users screen displays with a list of users that satisfy the search criteria.

Tip Under the Action Office drop-down menu, select All, then click Search without entering any additional search criteria to retrieve all user accounts in the system. Your assigned Action Office will be selected by default.

  1. Select a user, then click Delete. A verification message displays as shown below.

  1. Click OK to delete the user account. A confirmation message displays as shown below.

  2. Click Close.

Note If you attempt to delete a user who is assigned to a Request, the following notification message displays, informing you that the user cannot be deleted.

  1. To delete a user with an assigned Request, you will need to reassign any Requests they were assigned. With the user selected, click Edit. The Edit User screen displays as shown below.

  1. In the Other Information box, select No as the Active status, as shown below.

  2. The Inactive User screen displays as shown below. Click the Select User drop-down menus under For Open Requests and For Closed Request and select the users you want to reassign to.

  3. Click Save. A verification message displays as shown below.

  4. Click OK to accept the reassignments, or click Cancel to abort.

Click the links below for additional information:=

Users

Create User

Edit User