To remove access to a member for Attaché on Access Evo, and De-activate the Access Evo Member account, follow the steps below.
This approach ensures that historical data and audit trails remain intact, aligning with best practices for data security and compliance. Instead of deleting users, administrators can deactivate accounts or modify permissions to "No Access."
Overview of User Management in Access Attache
Access Attache Evo does not support the deletion of user accounts. This design ensures that historical data and audit trails remain intact, even for users who no longer require access. Instead of deleting users, administrators can manage access by deactivating accounts or modifying permissions.
Set the member role to No Access for Attaché on Access Evo
As an Access Evo Administrator user, log into your Access Evo organisation.
Click the Members icon on the top right corner. This will open a new tab called Members.
Locate the member record you need to remove access for.
Click the 3-dot menu on the top right corner of their name and click Manage Roles.
Under the Products task area, change the following:
For Attaché Integration, change the value from User to No Access.
For Attaché MyDesk, change the value from User or Administrator to No Access.
Click the Save Changes button.
Deactivate Access Evo member
From the members tab for the same user, click again on the 3-dot menu on the top right corner of their name.
Select Deactivate. This will prompt:
Select Yes to confirm to deactivate the user.
View deactivated members
To view deactivated members, use the Filter button in the Members tab to Select the option Include deactivated if you want to view deactivated members.
This feature is crucial for maintaining accurate records and ensuring compliance with audit requirements.
Deactivated users then show clearly in the list with a red deactivated tab.
This visual indicator helps administrators quickly identify and manage deactivated accounts.
