Disable a user account, or delete an account

Admins can disable one account through a user's profile or disable several using a batch CSV file. Disabling an account is one way to prevent a user from accessing their account, and it is reversible. Admins can also delete accounts if required.

Topics covered in this article:

• Disable an account
• Enabling an account again
• Delete an account from a portal

Disable an account

Disabling an account controls user access for:

• contract employees, who don't require access at all times
• long-term leave, where users do not require access
• extended holidays

While users' accounts are disabled:

• users cannot log in
• users do not receive notifications
• any enrollments for a group do not apply to their account

To temporarily prevent user access to Safety Made Simple, you can disable a user's login from the user's profile page.

1. From main navigation menu select Users.
2. Search for and select the user you need to disable.
3. From Basic Info, toggle Login enabled, to disable access.
4. Save to finish.

The following screenshot of a user's Info, with their access disabled.

If the user attempts to log in, the login page shows a message that reads: Your account is disabled or has expired. 

Tip: To disable a large number of user accounts, use the batch upload process - see “Upload users by batch CSV file”:
- for the user accounts you are disabling, set their entries in the enabled column to No

Enabling an account again

To enable a user account again, repeat the process for disabling the account, setting the account to Login enabled.

To re-enable a large number of accounts, use the batch upload process, settings the entries in the enabled column to Yes.

For users in groups: when the account is enabled again, Safety Made Simple enrolls the users in any courses assigned to their group which they missed. The user receives the course notification messages.

Note: this enrollment step to "catch up" on group courses happens even if a course has expired. The user needs to follow up with their organization, outside of Safety Made Simple, to determine next steps.

Delete an account from a portal

1. From the main navigation go to Users > find desired user name.
2. From the action menu select Delete User. The application opens a dialog, which reads:

Confirm: Are you sure you want to delete the user from this portal?

The following screenshot shows the dialog.

Warning: Safety Made Simple does not recommend deleting users because you will lose their training history. It is always best to disable a user. You can use the filters to weed out the disabled users when running reports or performing searches.