Archiving a User Group

1. Click System Settings, click User Setup, and then click Group Manager.
2. If you're deleting a single-site group and multiple sites exist, select the site containing the user group.
3. For Choose Group Type, click Writer, Reviewer, Approver, or Assignee.

A list of groups for the current site is displayed. Click before Multi-Site (Global) Groups to show multisite groups.

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4. Click Archive.

You should now see one of the following warnings, depending on whether your PolicyTech system is hosted by NAVEX Global (first warning) or installed on your organization's premises (second warning).

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5. Do one of the following:

• If your PolicyTech system is hosted by NAVEX Global, click Continue.
• If you're prompted to back up your database, click Back Up Database, click OK, and then, when the backup is finished, click Close. Because backing up the database automatically logs you out of PolicyTech, log back in and repeat steps 1 through 4 above. Then, on this step, click Continue.

6. Select the group or groups you want to archive.

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7. Click the red Archive button, and then click OK.

Note: See The Archive for details on restoring a group.

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