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Deal with a user leaving the company and needing to be inactivated

Do not delete users from Dimensions. Instead, move them to a zero-permission 'Leavers' security profile. If you use FocalPoint, deleting users is not possible at all — any transactions they created, approved, or were involved with would become inaccessible. Dimensions licensing is based on the number of users concurrently logged in, so users in the Leavers profile do not affect your licence. To create a Leavers security profile:

  1. Log in to Dimensions as the SA or Hosting Admin account.

  2. Click System, then click Profiles (next to User Records).

  3. Click Insert.

  4. Enter a code and description — for example, 'LEAVERS' — so the profile's purpose is clear.

  5. Click all the green ticks to turn them to red crosses. This removes all permissions from the profile.

  6. Click Save.

  7. Click Users in the menu at the top.

  8. Find the relevant user in the left-hand list (users not in this profile).

  9. Double-click the user's name to move them into the right-hand list (users in this profile).

The user now has no access when they log in. To prevent them from logging in at all, change their password:

  1. Log in to Dimensions as the SA or Hosting Admin account.

  2. Click System Control.

  3. Click User Records.

  4. Click the relevant user in the list.

  5. Click Options.

  6. Click Edit.

  7. Enter the new password.

  8. Click OK.

For Dimensions 3.0, any administrator-level user can create the Leavers profile — the Hosting Admin account is not required.

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