Video Tutorial on Deleting/Disabling Users
This video details the steps for deleting or disabling a user in the Monaire Web App. It also includes what both of these actions may mean and when you should decide on taking them.
Steps involved in deleting/disabling a user:
Navigate to the settings icon and click it.
Once here, go into the team tab located under the 'Settings' header.
From here you will see all the users on your team, along with their phone numbers and emails if they provided them. You will also see their role and the date in which they were added.
Now, click on the user you would like to delete or disable. A tab will appear on the right of your screen with the user's details, as well as security and notification settings. Once scrolling all the way down in this tab, there is a section labeled ‘User Settings’.
There are three actions you can take.
First, you can deactivate the user, which temporarily disables the user's account. This is best used if the user is taking a temporary leave of absence.
The second option can be ignored for now, as it does not relate to deleting or disabling a user.
The third option is for permanently deleting a user. This action is not reversible, meaning it should only be used when a user is leaving your organization or no longer needs access to the Monaire app.
After selecting one of these options, you are done with deleting or disabling a user.