Administrators from any industry may need to deactivate an administrator’s role for many reasons. A common scenario for deactivating an administrator role is shown below:
· Employee Departure – To avoid unauthorized access to important data, an administrator’s employee record should be deactivated when they depart the company. By deactivating the employee record, you can be sure that the former employee is unable to log in and make any modifications.
· Change in Job Roles – An employee’s Administrator role may be removed or the employee record may be assigned with new role to have its permissions reduce to correspond with their new responsibilities if they change jobs within the business and no longer need the same level of administrative access.
· Clean-Up and Maintenance – User roles may become outdated over time as a company develops. Such employee records can be deactivated as part of regular account maintenance, which keeps the system organized and effective.
To do this, navigate to Lists > Employees > Employees > Access tab > remove the Administrator role from the list and click Save.
Notes:
1. Only Administrators can remove other Administrators from the account.
2. Prior to deactivating the previous Admin owner, please transfer ownership of the following records.
– Saved Search, Reports, Custom Records/Types/Fields/Lists, WorkFlow, Scripts, Custom Forms, Center Tabs/Sections, File Cabinet Folders
3. Do not forget to deactivate the Employee record if the employee leaves the company.