Deactivating vs. Archiving vs. Deleting Users
In Firmex, users may be deactivated, deleted, or archived. If a user has logged in to your Firmex site or accessed a project, they cannot be deleted, as there is an audit trail of their activity.
- Delete: If a user has not logged in to your Firmex site, they may be deleted.
- Archive: If you'd like to remove the user's access from all projects on your site, as well as prevent the user from logging in to your Firmex site, archive the user. Archiving a user also removes the user's name from the user list when adding new users. Audit trails relating to the user will be maintained, and the user may be restored at a later time if needed.
- Deactivate: To remove a user from one or more projects, deactivate the user. Deactivating a user removes their access to a project, and removes their access to digitally managed content. The user will no longer receive document activity notifications. However, the user still 'exists' on your Firmex site, and may be added to any projects where they are not deactivated.
To deactivate, archive, or delete users:
- From the top-left corner of your screen, click your company logo.
- Click the Users tab.
- Click the checkbox next to the user or users you'd like to remove.
- Click Manage Users and select the appropriate option.
To remove a user from a project or set of projects:
- From the top-left corner of your screen, click your company logo.
- Click the Users tab.
- Click the checkbox next to the user or users you'd like to remove.
- Click Manage Users and select Deactivate.
- You'll see a list of projects in which the user is active. Place a checkmark next to the projects where you'd like to deactivate the user. Then, click Confirm.
- The user is no longer active in the selected projects.
