Archiving a User

To archive (deactivate) a user,

  1. Click System Settings, click User Setup, and then click User Manager
  2. Do one of the following to find the user:

Note: You can re-sort the user list by clicking the First Name, Last Name, or Job Title column heading. Click the column heading again to reverse the sort order. You can also change which columns are displayed and how many users are displayed at a time (see Customizing the User Grid for details).

 

  1. Click the user name.
  1. Click Archive, and then click Yes to confirm.
Notes:
  • See The Archive for details on restoring a user.
  • If the user was a document owner with assigned documents or questionnaires, you will receive an email asking you to reassign the archived user's documents/questionnaires to a different document owner (see Reassigning Document Owners for details).