Summary
Learn how to suspend a user to remove access while keeping their account record.
This article covers:
About suspending and deleting users
Note: Only users with the Office Manager role can access User Settings.
If you cannot see the Users area, ask an Office Manager to complete these steps
Before you suspend a user, ensure they have finalised any inspections in progress and that their properties are reassigned to another active user
Note: Suspending is the recommended option for staff changes because it removes access without removing the user record. Deleting should be reserved for accounts added accidentally.
Suspend a user
Suspending a user removes access while keeping the user account available for reporting and history. Use this when a staff member no longer needs access.
Select Settings from the left menu
Select User Settings
Find the user in the list, then select the Edit (pencil) icon
In Role & Devices, open the Status drop-down and select Suspended
Select Save to apply the change
Tip: If you need to reuse the person’s email address for a new account, update the suspended user’s email first (for example, add .old to the end), then select Save.
Delete a user
Deleting a user is intended only for accounts created by mistake. It should not be used to replace an active user.
In User Settings, find the user in the list
Select the Delete (trash) icon
In the confirmation window, review the details, then select Delete
Note: A confirmation message appears to help prevent deleting the wrong user. Take care to confirm you have selected the correct account.