You can change a user's data or access rights at any time. To do this, go to the Admin Panel and locate the employee in the "People" tab.
Select from the list the user whose data you want to edit or delete.
Changing data or permissions
In the next step you will reach the "Settings" tab, where you can change:
- basic data
- assign Companies, Locations and Categories
- grant/revoke permissions to the Application for the selected user.
If you change the basis data - confirm the made changes with the "Save" button.
If you assign Companies/Categories/Locations or grant or revoke permissions, the changes will be saved automatically.
Learn how to grant Administrator privileges here.
Being in the edit account, you can assign the appropriate Companies, Locations or Categories (previously configured) and options to a given employee. To do this, click on [+] next to for example "Categories", select the category you are interested in and then assign one (or many) options. You can do the same for Locations and Companies.
The categories and locations thus assigned can serve in Processes as Snippets or conditions for attaching Actions to a Process. Read more about Categories and Locations.
Deleting account
Manually
You can delete user account in the"Delete account" box at the bottom of the page - user will lose access to their account. All his data will be deleted and ongoing processes will be terminated. This action cannot be undone.
Automatically
In the Workflow settings, you can select a date after which the data of users who have a Process running on the basis of this Workflow should be automatically deleted from the application.
In the field "Automatic account removal after the process is closed" you can choose one of the predefined options or indicate your own deadline (in hours).
The data will be deleted within this period, counting from the closing of the Process.
