There are a number of reasons you may wish to remove a user from a Project, or make them inactive:
- Tidy up users within a Project to reduce users shown in drop-downs within CivilPro
- Remove access to a Project for a specific user
- Remove access to CivilPro for a specific user, freeing up a paid user seat
- Re-activating a user
Removing a user from a Project, or making inactive, can be done in a number of ways as shown below. These changes will need to be undertaken by a Role that has 'Project Administration' Admin / Delete permission, or by a Subscription Administrator.
To note:
- removing (or 'un-linking') a user from a Project will not remove any records related to that user within the Project, provided you follow steps as below. Using 'Delete' from within a user profile will delete their associations with records in CivilPro, and is strongly discouraged. Contact CivilPro support if you wish to discus
- to maintain access to CivilPro, a user must be linked to at least one Project. To free up a paid user seat, consider linking them to a Project using an Associate role
Remove a User from a Project
Method 1 - Using Settings on the Project Register
1. Under Projects, click on the “Wheel” icon next to the relevant project.
2. Click on the 'Users' tab. Click on the three dots icon next to the user you want to remove, and select 'Remove User From Project' then 'Save'.
Method 2 - Via Team Panel
1. Open the Team panel, then select the user (use Ctrl + F to search). Select the checkbox beside the user, open the Related Items panel, then click the orange broken link icon to unlink user from respective project
2. Select 'Yes' to unlink the user. This will remove their access to this Project.
Mark a User Inactive
By marking a user 'Inactive', they will no longer have access to CivilPro (can be re-instated if required). If they were occupying a paid user seat, this seat will now be available for another user.
1. Navigate to the Team panel, then select the user (use Ctrl + F to search). Right-click, and select 'Mark User Inactive'
2. User will now have no tick in the 'Is Paid' column, meaning they are not currently occupying a paid user seat. They also have no tick in the 'Active' column, indicating that they do not have an active login into CivilPro.
Mark a User Active (after de-activating)
When re-activating a user, they must first be linked to a project - do the reverse to the actions in Method 2, Step 1 above. Once they are added to at least one project, their account can be re-activated