Remove User Access

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If a user no longer needs to log in to Agenda and Meeting Management Select, you can inactivate/deactivate their user account to remove their access to the system. This article will show you how to remove a user's access. For instructions on how to modify a user's access, view the Edit User Access article.

Important Notes

  • You cannot permanently delete a user from the system. This is so that the system can retain historical data related to item creation and approval processes.

  • If your organization uses a Custom Identity Provider to sign in and a user is deactivated in or removed from your active directory, the user will not be able to log into Agenda and Meeting Management Select. However, we still recommend that you follow the steps in this article to inactivate their account within Agenda and Meeting Management Select.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings option:The User Menu with the Settings option highlighted.

  3. Click the User and Global Settings tile:The User and Global Settings tile.

  4. Click the Users tile:The Users tile with a person icon.

  5. Click the Edit tool (purple pencil icon) to the right of the name of the user you want to remove access from:The Edit tool to the right of an example user.

  6. Uncheck the Active checkbox to label the user as inactive and remove their ability to log into Agenda and Meeting Management Select:Active checkbox within the profile section.

  7. Check the Hide from Staff List checkbox to hide the user from the list of staff members that can be selected:Hide from staff list checkbox.

  8. Check the Hide from Approvers List checkbox to hide the user from the list of approvers that can be selected:Hide from approvers list checkbox.

  9. Click the Save Changes button:The green, rectangular Save Changes button below the User Menu.

  10. The user will now appear as Inactive on the Users page and will no longer be able to log into Agenda and Meeting Management Select:Users list with an X highlighted in the active column for the example user.