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title4. How to disable a User Contact Login and User Record

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title4.
How to
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titledisable
a User Contact Login and User Record

  • Click on Contact tab in the side menu.

    • Click on Search in the side menu.

    NOTE: If the contact record is already loaded, proceed to the

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    titlestep 2
    instructions, else start with
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    .

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    Load the Contact’s Record

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    title1
    ,
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    Choose Contacts > Search menus on the side.

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    Enter at least one of the following options

    in to

    into the relevant search box:

     

    Given

    Name 

    Name, Surname

    , Home Institution

  • Status

  • Contact Role 

  • Click on the Search Contact button

    • This

    , Status, Contact Role.

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    Click the SEARCH CONTACT button.

    Image Added

     

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    After clicking the SEARCH CONTACT button, it will return a list of contacts that meet

    the

    your searched criteria

    . To filter the list of contacts, in the

    search box 

    🔍Filter box above the list of contacts, start typing the contact’s

    first

    First or

    given

    Given name. 

    Image Added

     

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    title6
    When you see the record

    for

    of the contact that you are looking for, click

    on

    the

    contact

    contact’s role

    for that contact

    , highlighted in blue in the left column

    of that row.

  • Click on the Login option in the side menu

  • Click the Disable User Login button. Check the Enabled option is set to N which is short for No 

  • Click the Remove Security button

  • Click the Contacts tab in the side menu

  • Click the Edit Details option in the side menu

  • Scroll down to the Other details section

  • Click on the Status drop box and set the status to Archived or inactive

    • Click the Save Contact button.

    under the Role Id heading. This will load the contact’s edit details page.

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    Disable the Contact’s Login

    Follow the instructions on this link:https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.4-Disable-a-User-Login.

     

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    titlestep 3
    Remove the Contact’s Security Group

    Follow the instructions on this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.3-Remove-or-Delete-a-Security-Group-or-Access-Level-to-the-Contact-Record.

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    titlestep 4
    Change the Contact’s Record Status to Archived or Inactive

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    title1
    ,
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    Choose Contacts > Edit Details menus on the side. Go to the OTHER DETAILS Form section, look for the Status field.

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    In the Status field, select either Archived or Inactive.

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    Click the SAVE CONTACT button.

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