Edit and Delete Users

  • Updated

Community Administrators and User Administrators can manage user profiles to update details, adjust permissions, or deactivate accounts as needed.

 

Locate a User

  1. Navigate to the Administration module.
  2. Select Users, to open the management screen.
  3. Locate the desire user by enter the name in the User Name field or filter by Role.

    • Advanced Filters: Select Filters to access additional search fields.

    • Hidden Statuses: To find inactive accounts, go to the State field, select Disabled and/or Locked, and click Apply Filter. For additional information about how to enable and/or unlock a community user, refer to help article Unlock a Community User.

 

Edit User Details

Follow these steps to update a user's profile:

  1. Locate the desired user in the list.

  2. Select Edit.

  3. Modify the necessary fields, such as Self Approval Level, Roles, Buyer Groups and/or Organization Units.

  4. Click Save.

 

Disable (Delete) a User

Users cannot be permanently deleted from the system. However, they can be disabled to revoke access.

  1. Locate the user and select Edit.

  2. Uncheck the Enabled box.

  3. Click Save.

 

Results/Validation

  • Edits: Changes to roles or permissions take effect immediately upon saving.

  • Disabling: Once the Enabled box is unchecked, the user will no longer be able to log in to the platform.

 

What's Next/Related