Disabling an Employee (or User) Account: Recommended Steps
Applies To Version(s): 4
Overview
When an employee leaves your organization, the following steps should be followed when disabling their account. These steps ensure that the employee will
no longer appear in look up lists
will no longer be able to login
and will be listed as a Past Employee in Employee and Groups on your site
Do Not Delete Employee (User) Accounts
Employee (or user) accounts should never be deleted.
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.
Disabling a user will ensure they are blocked from accessing any and all ShareVision websites they currently have access to. Disabling a user is a good step to take when an employee leaves the organization as it ensures they are no longer able to access information they could before.
IMPORTANT
When a user is disabled, the change will be immediate. If the disabled user was on your ShareVision site when disabled, the next link they click will redirect them to the login page where they will be unable to access the site.
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.
Click Path: Site Administration > View & Edit Groups For an Employee
View and Edit Groups for an Employee is also knows as View and Edit Groups by User.
Search for Employee
Select Assigned Groups
You can select one at a time
orSelect multiple groups by pressing the CTRL key on your keyboard and selecting each group
Click Remove
