If a staff member has left your organisation, their account can either be deactivated or removed altogether. This can be actioned by the Super Admin, the Local Group Administrator that owns the group the user is in, or the Local Group Manager if they are set to manage the user.

An inactive account will still exist in the system and can be impersonated by Admins/Managers, but the user will not be able to access the account with their login credentials.

If an account is removed then it will be deleted from the system and cannot be reactivated.

Deactivating Buyer Accounts

Please note that Local Group Managers, Local Group Administrators and Panel Administrators cannot be set to 'inactive', they can only be deleted. To deactivate their account they will need to be demoted to the Buyer role first and you can find information on how to do that here: Demoting Administrators & Managers to Buyers.

Please see the steps below on how to deactivate a Buyer's account:

1. Super Admin or Local Group Admin: Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   Local Group Managers: Select Manage Buyers under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   
2. View the Buyers in the relevant group by clicking on the blue numbered button in the BUYERS column, and you should see the staff in that group.
   
   
   
   
3. You can then click on the blue arrow next to the staff member and select the Make user inactive option in the pop-up.
   
   
   
   
4. You will then be asked if you would like to proceed with the change of status of the Buyer’s account to Inactive, if so, click the Change active status button.
   
   

This function stops the Buyer from logging in to their account but maintains full functionality so an Administrator can impersonate them and take any action required.

Removing Accounts

Please note the following:

• Users can only be deleted if they have no Requests or historical data in their account. There are two options to manage their request history:
  • Their account can be impersonated and their requests can be transferred to another user.
  • Or, you can use the Transfer account to another user option instead which is explained in the next section below.
• Local Group Managers cannot be deleted if they are set to manage at least one Buyer.
  • You can find instructions on how to update a Buyer's set manager here: Updating a Buyer's set Manager.
  • Or, you can use the Transfer account to another user option instead which is explained in the next section below.
• Local Group Administrators cannot be deleted if they own a Local Group.
  • You can find instructions on how to transfer ownership of a Local Group here: Transferring Ownership of a Local Group.
  • Or, you can use the Transfer account to another user option instead which is explained in the next section below.
• Panel Administrators cannot be deleted if they own a Supplier List.
  • You can find instructions on how to transfer ownership of a Supplier List here: Transferring Ownership of a Panel (Supplier List).
  • Or, you can use the Transfer account to another user option instead which is explained in the next section below.

Please see the steps below on how to remove a user's account:

1. Super Admin or Local Group Admin: Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   Local Group Managers: Select Manage Buyers under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   
2. View the Buyers in the relevant group by clicking on the blue numbered button in the relevant column, and you should see the staff in that group.
   
   
   
   
3. You can then click on the blue arrow next to the staff member and select the Delete this user option in the pop-up.
   
   
   
   Please note

   If the option to delete the user is greyed out then it will be due to one of the reasons listed above.

4. You will then be asked if you would like to proceed with the removal of the Buyer’s account, if so, click the Delete Button.

Transferring a User's Account to another User

Transferring an account is a process whereby you transfer everything that the user is responsible for to another user. This includes all their permissions, requests, Supplier Lists, Local Groups and any users they manage.

Typically, you would transfer an account when it's your intention to remove that user from the system or deactivate them permanently in some fashion and you want one other user to take over all of their history and permissions.

Please see the steps below on how to transfer a user's account to another user:

1. Super Admin or Local Group Admin: Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   Local Group Managers: Select Manage Buyers under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   
2. View the Buyers in the relevant group by clicking on the blue numbered button in the relevant column, and you should see the staff in that group.
   
   
   
   
3. You can then click on the blue arrow next to the staff member and select the Transfer this account to another user option in the pop-up.
   
   
   
   
4. You will have to select the other user you would like to transfer the account to then.
   
   
5. You'll then after the option to select what will happen to the user's account once it's transferred. You can select to deactivate the account, delete the account or do nothing to the account.
   
   
   
   
6. Finally, click on the Transfer button to complete this.