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Users cannot be deleted from Service Automation. This is done to maintain a history of work orders in the system (e.g., this can be useful for protection in the case of future litigation). If you no longer want a user to access the system, instead of deleting a user, you must disable them. You can always enable a user if the account is needed in the future.
Disable a User
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An alert confirming that the user has been disabled appears at the top of the screen.
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Should a user that you’re disabling belong to any MLI level and have invoices assigned to them, an overlay appears where you’re prompted to reassign these invoices to another person. You can either reassign all invoices to one employee or split them between multiple MLI users. Mind that this overlay appears only when a specific feature is enabled for your company. |
To see a list of all disabled users, click the Disabled Users radio button in the search area on the Users page.
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Important Notes about Disabled Users:
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Enable a User
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