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Deleting Users from Wdesk

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I've got a number of users who are no longer with my company.  They have various roles within my workspace and organization from member / viewer to administrator.  I want to delete these accounts entirely, but I'm not sure if that will affect any information currently retained in Wdesk.  For instance, if I remove a user who previously created certifications and approved responses, if I remove that user, will the results of the certification, and the certification itself remain intact and available for review?  Similarly, if another user responded to a certification and signed it, will wdesk retain the cert. letter responder data, even though I've deleted the member's "account" in wdesk?

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  • Mike Davis

    Hi Jayne!

    Happy to answer these questions for you.

    In Wdesk, when you remove a user from the account, their audit trail will still remain, including any histories of their activity such as document revisions, comments and Certification signings. That means that these activities will still be attributed to their username in the account and you'll be able to review them in the same manner.

    Let me know if that answers your questions or if you need any further clarification on the above. Thanks for the question and chat with you soon. Cheers!

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  • Nicole Cizik

    Hi.  How can I remove a user?  I see the option, but it's not highlighted for me to choose?  Also, if I have users who have moved locations and have a different e-mail address, how can I change this?  Thank you.  I'd appreciate your help!

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  • Mike Davis

    Hi Nicole!

    Happy to help answer your question. Are you saying that this option is not available to you from the Org Admin screen?

    Assuming you are clicking the checkbox next to the person's name, I would expect that option to be available, although there may be variations in why you would not be allowed to.

    Regarding changing the email address, you can certainly edit this by click on the user from the Org Admin screen and from their member details, edit that field. Does that make sense?

    Let me know what questions you have for me. Thanks for your contributions and chat with you soon. Best!

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