The following provides the steps to delete a user in GraspDATA.
Anyone with an Agency Admin login has the ability to add and delete users. When a user is deleted, the Agency Admin will see a pop-up box to 'reassign user's data to:'. They will select a user from the drop-down list and the deleted user’s report history data and scheduled batches will then be moved to be under the user selected. Please note, Dashboards and Report Packages do not move and if the user has any reports marked as ‘Favorites’, that indicator will not be saved under the new user.
Prior to deleting any users, we recommend running report #179 - Agency User Activity Report By Login Date (if you are on a dedicated server the report number may be different, but can be found by searching for the report name). This report provides an overview of your users and includes all users, their login activity, the number of reports in their library and history, and if they have any scheduled batches.
Please follow these steps to delete a user:
- Log in with the Agency Admin login
- Go to Settings on the left menu
- Click Users
- Find the user to delete and click the trash can icon to the right of their name
- Select the user to reassign their data to
- Put the word delete in the box noted in the pop up window
- Select Delete