Retire/Unretire a User - Revision history

Philip Lacey at 15:17, 26 February 2018

2018-02-26T15:17:12Z

Philip Lacey at 13:42, 29 July 2016

2016-07-29T13:42:54Z

Philip Lacey at 13:43, 4 May 2015

2015-05-04T13:43:37Z

Philip Lacey: Created page with " == Introduction == The pricing model for the bxp software system has always been based on active users in the system. Systems are built with an agreed upon user limit that..."

2015-04-29T15:19:58Z

Created page with " == Introduction == The pricing model for the bxp software system has always been based on active users in the system. Systems are built with an agreed upon user limit that..."

New page

== Introduction ==

The pricing model for the bxp software system has always been based on active users in the system. Systems are built with an agreed upon user limit that cannot be breached. What happens then, if a user has left employment and is no longer using the system? The 'Retire User' function allows System Champions to remove inactive users from the system, to allow other new users to be introduced.

Now think, what if a person that had previously left comes back, or if a user that had left a department comes back again? Instead of going through the hassle of having to re-enter all of the details again, there is a function in the bxp software system, that allows you to 'unretire' users and make them active again.

PLEASE NOTE: Only a System Champion with sufficient access rights, will be able to complete either of these two processes.

== How to Retire a User ==

Please follow these steps:

1) From the Main Menu, go to System Access Management [[File:016.png|bottom]] | User Administration | Edit User - Security Details

2) Load the profile of the user in question

3) From the Status drop down menu, select the Retired option | scroll to the bottom | click Update the User

Please note that when a user is retired, that person's name will not be selectable in the system. It will however appear in any historical reports that may be run for the period during which they were active

== How to Unretire a User ==

Please follow these steps:

1) From the Main Menu, go to System Access Management [[File:016.png|bottom]] | System Management | Edit Retired Users

2) Type in the Firstname and/or Surname of the retired user (or simply click 'Lookup User' to get a list of all retired users and select the required name) | press enter

3) In the Status drop down menu, select the Retired option

4) In this screen it is possible to edit the users access rights to the various modules available. If they are to have exactly the same access that they used to, scroll to the bottom of the page and click 'Update the User'

PLEASE NOTE: Depending on the amount of time since the unretired user has been active in the system, it may be necessary to grant them access to any material or forms that have been created since they last logged in.

@@ Line 1: / Line 1: @@
 ==Introduction==
 The pricing model for the bxp software system has always been based on active users in the system. Systems are built with an agreed upon user limit that cannot be breached. What happens then, if a user has left employment and is no longer using the system? The 'Retire User' function allows System Champions to remove inactive users from the system, to allow other new users to be introduced.
@@ Line 6: / Line 8: @@
-PLEASE NOTE: Only a System Champion with sufficient access rights, will be able to complete either of these two processes.
+ PLEASE NOTE: Only a System Champion with sufficient access rights, will be able to complete either of these two processes.
 ==How to Retire a User==
 Please follow these steps:
-) From the Main Menu, go to System Access Management [[File:016.png|bottom]] | User Administration | Edit User - Security Details
+# From the Main Menu, go to System Access Management [[File:016.png|bottom]] | User Administration | Edit User - Security Details
-) Load the profile of the user in question
+# Load the profile of the user in question
-) From the Status drop down menu, select the Retired option | scroll to the bottom | click Update the User
+# From the Status drop down menu, select the Retired option | scroll to the bottom | click Update the User
-Please note that when a user is retired, that person's name will not be selectable in the system. It will however appear in any historical reports that may be run for the period during which they were active
+ Please note that when a user is retired, that person's name will not be selectable in the system. It will however appear in any historical reports that may be run for the period during which they were active
 ==How to Unretire a User==
 ===- Method 1===
 Please follow these steps:
-) From the Main Menu, go to System Access Management [[File:016.png|bottom]] | Security Reports | Security - User Status
+# From the Main Menu, go to System Access Management [[File:016.png|bottom]] | Security Reports | Security - User Status
-) Click the "Click to Show/Hide Retired List | find the user in question | click the edit button beside their name
+# Click the "Click to Show/Hide Retired List | find the user in question | click the edit button beside their name
-) On the next screen, click the dropdown arrow for 'Status' and change to 'LIVE'
+# On the next screen, click the dropdown arrow for 'Status' and change to 'LIVE'
 (please note that this screen will allow you to edit any other piece of information about the user)
-) Once finished all required editing, scroll to the bottom of the screen and click 'Update the User'
+# Once finished all required editing, scroll to the bottom of the screen and click 'Update the User'
 ===- Method 2===
-) In the top drop down menu, select 'Status'
+# From the Main Menu, go to System Access Management [[File:016.png|bottom]] | System Management | Group User - Modify Details (Retired Users)
-) In the second drop down menu, select 'Live' | click 'Continue'
+There is a report for analysing retired users available ''Main Menu > System Access Management > Security Reports > Security - Retired User''
 [[Category:Topic:Security]]
 [[Category:Module Specific:System Access Management]]

@@ Line 1: / Line 1: @@
 ==Introduction==
 The pricing model for the bxp software system has always been based on active users in the system. Systems are built with an agreed upon user limit that cannot be breached. What happens then, if a user has left employment and is no longer using the system? The 'Retire User' function allows System Champions to remove inactive users from the system, to allow other new users to be introduced.
@@ Line 12: / Line 9: @@
 Please follow these steps:
@@ Line 27: / Line 24: @@
-== How to Unretire a User ==
+==How to Unretire a User==
-Please follow these steps:
+) On the next screen, click the dropdown arrow for 'Status' and change to 'LIVE'
-) From the Main Menu, go to System Access Management [[File:016.png|bottom]] | System Management | Edit Retired Users
+) Once finished all required editing, scroll to the bottom of the screen and click 'Update the User'
-) Type in the Firstname and/or Surname of the retired user (or simply click 'Lookup User' to get a list of all retired users and select the required name) | press enter
+===- Method 2===
-) In the Status drop down menu, select the Retired option
+) Type in the Firstname and/or Surname of the retired user (or simply click 'Lookup User' to get a list of all retired users and select the required name) | press enter (or place a tick beside the person you need to unretire)
-) In this screen it is possible to edit the users access rights to the various modules available. If they are to have exactly the same access that they used to, scroll to the bottom of the page and click 'Update the User'
+) In the top drop down menu, select 'Status'
 PLEASE NOTE: Depending on the amount of time since the unretired user has been active in the system, it may be necessary to grant them access to any material or forms that have been created since they last logged in.

← Older revision		Revision as of 13:43, 4 May 2015
Line 42:		Line 42:

	PLEASE NOTE: Depending on the amount of time since the unretired user has been active in the system, it may be necessary to grant them access to any material or forms that have been created since they last logged in.		PLEASE NOTE: Depending on the amount of time since the unretired user has been active in the system, it may be necessary to grant them access to any material or forms that have been created since they last logged in.
		+
		+
		+	[[Category:Topic:Security]]
		+	[[Category:Module Specific:System Access Management]]