PSI International

21. Administrator - Deleting and Restoring Users

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Deleting a User

When a user has been deleted or removed from the system, they will remain in the system but not visible in the tree structure.

There are two methods of removing a user.  Both methods require the user to be found and selected either using the search facility or via the tree structure.  

See the Administrator - Searching for Users section to access the Candidate via a search. 

Using the X Remove

Once the user is selected in the tree structure:

  1. Select X (remove) on the toolbar (located just below the Organization drop down)
  2. A message will appear to confirm the user will be removed. Select OK to continue

The user will no longer appear in the tree structure.

Using the Organization Remove

Once the user is selected in the tree structure:

  1. Select the Organization drop down on the toolbar
  2. Select Remove from the list of tasks
  3. A message will appear to confirm the user will be removed. Select OK to continue

The user will no longer appear in the tree structure.

Restoring a User

When a user has been deleted or removed from the system by accident or on purpose, for example because the user left, they can easily be restored at a later date.

Restoring from a Folder

Restore a user from a specific folder by using the following steps:

  1. Highlight the folder that the user would have been in prior to being removed
  2. Select the Organization drop down
  3. Select Restore from the list of tasks shown
  4. A list of users that have been removed from the selected folder can be seen
  5. Select the tick box next to the correct user(s) to restore
  6. Select the Restore button at the bottom of the screen
  7. A message will appear to confirm the user will be restored. Select OK to continue

The user will then appear in the folder from which they were removed and will now be able to carry on using the system. 

Restoring from a Search

To restore a user from a search:

  1. Highlight the folder in which you wish to search for the user
  2. Select the Organization drop down
  3. Select Search user from the list of available tasks
  4. In the search fields, enter any of the user’s details that are known (Username, First name, Last name and Date of birth)
  5. Select the Show removed users tick box
  6. Click the Search button and only users removed from the highlighted folder with the selected parameters will be listed
  7. Select the tick box next to the correct user(s) to restore
  8. Select Restore
  9. A message will appear to confirm the user will be restored. Select OK to continue

The user will then appear in the folder from which they were removed and will now be able to carry on using the system.

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