Applies To Version(s): 4
Requirements/Dependencies
In order to disable an employee (or user account) from your ShareVision site, you will need to
- Login with ShareVision Administrator permissions
Disabling an Employee Account
- Login to ShareVision with a user account that has Site Administrator permissions.
- Select the gear in the upper right hand corner and then select Site Administration:
- When prompted, enter your ShareVision Administrator username and password and select Sign In.
Remove Employee Groups
Select View and Edit Groups for an Employee. Be sure to remove the Employee Groups before you Disable the Employee Account. Accounts that have been disabled are not listed.
View and Edit Groups for an Employee is also knows as View and Edit Groups by User.
Click Path: Site Administration > View & Edit Groups For an Employee
- Search for Employee
- Select Assigned Groups
- You can select one at a time
or - Select multiple groups by pressing the CTRL key on your keyboard and selecting each group
- You can select one at a time
- Click Remove
Disable Employee Account
Next, you will need to prevent the employee account from being able to login to your ShareVision site.
Select Disable / Enable an Employee in the EMPLOYEES AND SECURITY section of Site Administration.
Disable / Enable an Employee is also known as Disable / Enable a User
Click Path: Site Administration > Disable/Enable an Employee
Steps to Disable an Employee
- In the Disable a User section, select the user from the list.
- Next, select Disable Account
Update Employee Category
In the Employees and Groups area of your ShareVision Site, the employee (or user) accounts are grouped by Category. While there are many categories, this article focuses on Current Employee and Past Employee.
Select Employee and Groups in the EMPLOYEES AND SECURITY section in Site Administration.
Employees and Groups is also referred to as People and Groups or can have a name unique on your site.
Click Path: Site Administration > Employees and Groups
From the list of Employees displayed under the Current Employee Category, select the Employee Account that you disabled.
Select Edit Item.
Change the Category from Current Employee to Past Employee
Select OK to save the change.
The disabled employee (or user) account will be listed under the Past Employee Category.
