...
There are numerous approaches to handling old / expired users in your EngageIP installation, the first key step is to prevent them from being able to log in. Steps and recommendations can be found below.
| Info |
|---|
Note: you cannot fully delete a user from EngageIP (nor is that approach desirable), having the user persist means that logging details, payment data, and additional activities that are linked to the user will remain in the system providing an audit trail should you need to track user activity. |
Recommended Steps
Disable the User/Account
1. Search for the User
2. Access the Tools tab and click on the Status link, or on the left sidebar click on the link next to
Status
3.Select the appropriate Disabled statusChange the password
1. Load the User/Account
2. Click the Tools tab
3. Click on Password (changing the password adds an extra level of security in case for some reason
the account is mistakenly re-enabled)Finally, follow any company internal procedures for reconciliation, write offs, data purging etc.
...