Question:
When a user leaves the company; the account cannot be removed from the Portal without also deleting the history of this user. How can I still ensure that these users will no longer have access to the Portal?
Answer:
If you would like to remove a user from the Portal and the message below appears:
then this user cannot be removed; as long as the indicated version containing this historical data is still present on the Portal (even if this version is offline).
The user can therefore only be removed when you remove the exact version(s) in which the user has historical data from the Portal.
If it is not desired to delete the version(s) then you can deny the affected user access to the Portal in the following manner:
As Administrator; open the Portal click on the dashboard button and then on the lock icon:
Go to the 'Users' tab and click on 'Edit' for the relevant account
Select the role menu under 'Roles' and select the empty field.
Click on 'Update' after which the account no longer has a role on the Portal.
If this user then starts the Portal URL; the following window will appear:
When a user leaves the company; the account cannot be removed from the Portal without also deleting the history of this user. How can I still ensure that these users will no longer have access to the Portal?
Answer:
If you would like to remove a user from the Portal and the message below appears:
then this user cannot be removed; as long as the indicated version containing this historical data is still present on the Portal (even if this version is offline).
The user can therefore only be removed when you remove the exact version(s) in which the user has historical data from the Portal.
If it is not desired to delete the version(s) then you can deny the affected user access to the Portal in the following manner:
As Administrator; open the Portal click on the dashboard button and then on the lock icon:
Go to the 'Users' tab and click on 'Edit' for the relevant account
Select the role menu under 'Roles' and select the empty field.
Click on 'Update' after which the account no longer has a role on the Portal.
If this user then starts the Portal URL; the following window will appear: