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How do I stop a user who has left?

Tick Block on User and save. Do not delete a user who has approved documents.

Screen
User
Who
The system administrator
Takes effect
On save
Needs first
Nothing

Before you start​

  • Find who replaces them as approver.

Steps​

  1. Open the user on User and press Edit.
  2. Tick Block.
    • If the user is an approver, the screen asks you to confirm.
  3. Save. Their open sessions end.
  4. Replace them on any Approval they are on.

Check it worked​

  • The person cannot sign in.

If something looks wrong​

  • “User Cannot be Delete Becuase It already use in Approval”. Block instead of deleting.