Update users

Audience:
settings
•
Version: 11.5
• 1 minute to read
 • 1 minute to read

To update or delete a user (associate), start by selecting the user from the Associates tab.

  1. Select Users in the Navigator.

  2. Select the Associates tab.

  3. Select the required user in the list.

    • The user's information is displayed in the preview section on the right.

Edit associate

  1. Make your changes.

  2. Click Save.

Delete associate

  1. Click the Delete button. You cannot delete users who are logged on.

  2. Check the required option in the Remove User dialog.

    • Remove user licenses
    • Mark associate as former employee
    • Delete associate [login ID]
    • Delete associate [login ID] and contact [full name]
    Note

    These options are ranked according to their impact. Click an option to display a description of what will happen on deletion.

  3. Click OK.

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