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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 ActiveArchive Users
(A)Active
label- From the User List confirm
the Active labelthis is selected, indicating only active users are listed. If the Active label
isappears white, click to select it.
(B)
User checkboxUser - Click the checkbox after locating the user(s) you wish to archive. You may select multiple users to archive at once
.
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 user(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 User List confirm the Archived label is selected, indicating only archived users are listed. If the Archived label is white, click to select.
(E) User - Click the checkbox
- Clickafter locating the user(s) you wish to activate.
YouYou may select multiple users to
unarchiveactivate at once or click the global checkbox at the top of the column to select all the users.
Unarchive User(s)
(F)Unarchive label - Click to
unarchiveactivate the selected user(s) and give them access to the system. All previous settings will be reinstated.
