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Archive a staff user
When to use it
Use this guide when you need to archive a staff user.
Before you start
- Open User Management from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The staff account is archived by making it inactive. The record is retained.
Staff edits change identity, assigned access and active status. Delete archives the staff user as inactive rather than erasing the record.
Steps
- Find the staff member and select Delete from their actions.
- Read the confirmation and verify the selected user. This action makes the account inactive rather than erasing the staff record.
- Select Yes, Delete and refresh the list. Check the user under the inactive status filter.
Screenshot to add: User Management: archive a staff user. Capture filename: images/archive-a-staff-user.png.
Restrictions
You need permission to delete users. Do not assume historical staff activity has been erased.
If something went wrong
After an unclear Yes, Delete, check the user under the inactive filter before repeating it. This action retains the staff record and makes it inactive.
If the wrong staff member was archived, have an authorised administrator follow Activate or inactivate a staff user to restore the agreed status on the existing account. Do not create a second account to replace it.
Check the correction
Check the existing account's identity, status and role, and verify its intended access. Archiving does not erase the person's earlier records.