en:how_to_deactivate_user_account

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en:how_to_deactivate_user_account [2020/02/10 11:15] – [Delete user accounts in your current client] bken:how_to_deactivate_user_account [2025/02/27 16:19] (current) bk
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-======  How do I deactivate a user account? ======+======  How do I delete or deactivate a user account? ======
  
-<WRAP round info 80%>To deactivate a user account you need this authorization: +<WRAP round important 40%> 
-  To create a new user account in your main client (this is the client you use for logging into promio-connect) you need the right //Manage roles and rights//.   +To access this section of promio.connectthe role //Manage clients// is needed! \\ This right is included in the //Admin/Verwalter// role
-  * To add a new user account for your customers / sub clients you need the right //Manage clients//.  +</WRAP> 
-Both rights are included in the role //Admin/Verwalter//.  +
-</WRAP>+
  
-Via the button on the top right   {{:de:button_clientsettings.png?nolink&20|}} you can access //Companies & Clients//There you will find the following tabs: +User accounts can be deleted or deactivated in the section //Management//. Access this via the button {{:de:button_clientsettings.png?nolink&20|}} at the top left.
  
-| //Staffs//:|Here you can create new user accounts, change, deactivate and delete them|  +{{:en:management_account.png?nolink&400|}}
-| //Companies Clients//:|Here you can create new clients and user accounts for these. You can also change, deactivate and delete them here.  +
-\\+
  
-===== Delete user accounts in your current client =====+  - In //Client/Company// area, click on //Companies & Clients//. \\ \\ 
 +  - Go to the //Staff// tab to edit a user account in the current client. \\ OR \\ In the //Companies & Clients// tab, click to select the subclient whose user account you want to edit. \\ \\ 
 +  - Click to select the user account you want to delete or deactivate. \\ \\ 
 +  - Choose the //Delete// action. A deleted user account is completely removed and can no longer log in. Please contact our support team via ticket, if you would like to recover a deleted user.\\ OR \\ Choose the //Deactivate// action. A deactivated user account can be reactivated if necessary. Six months after deactivation, an account is automatically deleted for data protection reasons. \\  \\ {{:en:clientsettings_useraccount.PNG?400|}}
  
-To delete a user account in the current client go to the tab Staffs. \\ \\ Click on one of the staff to go to the details of this account:   
  
-{{:en:clientsettings_useraccount.PNG?400|}} +{{tag>user_accounts deactivate deactivation delete deletion }} 
- +
-  * //Edit//: Change first name, surname, e-mail-address or user name  +
-  * //Role//: Assign another role +
-  * //Reset password//: The user will receive an e-mail which enables them to change their password  +
-  * //Deactivate//: Deactivated users can be re-activated if needed  +
-  * //Delete//: Deleted users are entirely removed  +
-\\ +
- +
- +
-===== Delete user account in a sub client ===== +
- +
-Research the sub client your user belongs to in the tab //Companies & Clients//. Select the sub client by clicking it. Now you can deactivate the account in the tab //Staffs// in the same way as described above.  +
- +
- +
-{{tag>user staff account client role reset password deactivate reactive}} +
en/how_to_deactivate_user_account.1581329727.txt.gz · Last modified: 2020/02/10 11:15 by bk