An owner or an admin left the company and you would like to revoke their access to the app? This article will guide you on the steps to delete or archive a user with owner or admin permissions.
In this article, we will go over:
What are the Differences Between Archiving and Deleting an Admin?
Once an admin is no longer a part of your organization, as a manager, you have two options:
Delete the user
Archive the user
While both options "kick" the user out of the platform with no option to re-enter the app, there are some major differences between the two:
While deleting a user deletes all records and actions the user performed in the app, archiving saves these records for admins to re-enter for review at any time they wish.
Once you delete a user, there is no possibility to restore the user or their data. If you wish to add this user again, you must add him/her from scratch. On the contrary, once you archive a user, an existing admin can always restore this user without the need to re-invite them to the app.
How Do I Archive or Delete an Admin?
In order to archive or delete an admin, you must first demote the admin to a regular user.
Go to the "Users" tab located on your sidebar.
Once there, click on the Admins tab located at the top of the page.
3. Demote the admin to an ordinary user using the "trash can" icon located to the right of the relevant admin.
4. Once demoting the admin, go to the User tab and choose to either delete or archive any user you wish, including the demoted admin.
5. Upon hovering your mouse over any user, on the right side of the page, two icons will appear. The "Trash" icon will delete the user, while the "square" icon will archive the user.
Pro tip: Deleting an owner follows the same process as deleting an admin. Find here more information about the difference between owners and admins.
How Do I Restore an Archived User?
1. Enter the archive tab located on the top right of your screen.
2. Once there, hover your mouse over the relevant user and a square "restore" icon will appear.
3. Press it in order to restore your user.
What Happens When I Restore an Archived Admin?
A seasonal business might need to archive and unarchive managers from time to time, or a manager may have left for maternity leave and now needs to get back to the platform. When archiving an existing user, you have the ability to restore them at any time and keep their data within the system.
When you archive an admin, they will have no access to the platform whatsoever. Once you restore the user from the archived tab, the user will be able to access the app and there is no need to send them the invite link. If the user has the app on their phone, they simply need to log in with their mobile number and the one-time code they will receive as an SMS, or if they deleted the app, they simply need to download the Connecteam App from the app store and log in.
When you restore an archived admin, they won't automatically have admin permissions returned. You will need to promote the admin again and grant them the relevant permissions.
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Please note: Archiving users is available on the Advanced plan and above!
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