Deactivating or deleting users

When staff members leave a case, you need to decide whether to deactivate them or delete them. When you choose to deactivate a user, their views, searches, and fields are preserved in the event that they rejoin the case at a later date.

When you are certain that a user no longer needs access to a case, you can permanently delete the user record from the case. All views, searches, and fields associated with the user are permanently removed from the case.

1.	In the CaseMap Server pane, click Users.

2.	Select the user for whom you want deactivate the account.

3.	Click the User Properties button.

Or, click on the Action menu and then click User Properties.

4.	Select the Account is disabled check box, then click OK.

The user can no longer access assigned cases in the CaseMap Server.

To re-activate the user account, simply deselect the Account is disabled check box.

1.	In the CaseMap Server pane, click Users.

2.	Select the user for whom you want delete the account.

3.	Click the Delete button on the toolbar.

Or, right-click and then click Delete or select Delete from the Action menu.

5.	In the message box to delete the users, click OK.

6.	In the message box to confirm the action, click Yes.

The user account can no longer access assigned cases and the user no longer displays in the Users pane listing.

About roles and users

Creating users

Renaming users

Help url: /Casemapsuitesupport/cm/welcome.htm?ac_users_deactivating.htm

Deactivating or deleting users						AC_users_deactivating Dear Answer Center Staff,
Deactivating or deleting users