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Deleting a User

If a user has been added to the one or more workgroups, the user must be deleted from the User Accounts section of each workgroup before the user account can be deleted from the User Management System (UMS).

The option of allowing workgroup Administrators to delete users from their own workgroup(s) without requiring access to UMS can be enabled in the Administration Options section.

To delete a user account from UMS:

  1. Login as Admin to the workgroup where the user is added
  2. Click on the Admin icon
  3. Click on the User Accounts link
  4. Click on the Delete button to the left of the user account. If the user is assigned to any records, you will be prompted to select another user as a replacement to be the assignee for these records.
  5. Repeat the above steps to delete the user account from the User Accounts section of any other workgroups where the user has been added
  6. Login to UMS
  7. Click on the Delete icon to the left of the user account on the UMS Home Page
    or
    Click on the Delete icon to the left of the user account in the User Search results
    or
    Click on the Delete icon in the top button bar, select a user in the pulldown, click on the Delete button and click OK to confirm the operation
  8. A confirmation page will be displayed




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