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The purpose of this guide is to explain how Administrators and Managers can activate and archive users within the system based on their organization's needs.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed
into the Web Client as an Administrator or Manager to perform these actions.
Managers can activate or archive
Employees and Managers that are assigned to
their same locations
. Administrators can activate or archive
any employee at any location.
Click the link below for more information about how to access the employee list.
Access Active EmployeesArchive Users
(A)Active
label- From the
EmployeeUser List confirm
the Active labelthis is selected, indicating only active
employeesusers are listed. If the Active label
isappears white, click to select it.
(B)
Employee checkboxUser - Click the checkbox after locating the
employeeuser(s) you wish to archive. You may select multiple
employeesusers to archive at once
.
Archive Employee(s)
- (
or click the global checkbox at the top of the column to select all the users.
- -
(C)Archive
label- Once one or more users have been selected, this will appear. Click to remove the selected
employeeuser(s)' access to the system.
Activate Users - Note: The User list will default to showing Active users. Follow steps (D) - (F) to Unarchive, or Activate, a user(s).
(D)
Archived labelArchived - From the
EmployeeUser List confirm the Archived label is selected, indicating only archived
employeesusers are listed. If the Archived label is white, click to select.
(E)
Employee checkbox - ClickUser - Click the checkbox after locating the
employeeuser(s) you wish to activate.
YouYou may select multiple
employeesusers to
unarchiveactivate at once or click the global checkbox at the top of the column to select all the users.
- (
F)Unarchive label - Click to
unarchiveactivate the selected
employeeuser(s) and give them access to the system. All previous settings will be reinstated.
