Enabling, disabling, or deleting users
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Deleting or disabling users in the Polaris help.
Typically, we recommend disabling accounts that aren't being used, such as when an employee leaves your company, either permanently or temporarily. In fact, its impossible to delete a user who had data entered.
If you disable an account, you free its license for another employee to use, while still retaining a record of the original user's time and settings.
You can also re-enable any user whose account is disabled, providing you have a license available. For example, you'll need to re-enable users who took extended leave (e.g. maternity leave) when they return to work.
Enabling or disabling users
To enable or disable a user's account:
- Go to Administration > Employees and Organization > Users.
- If you're enabling a user, ensure the User Status field located at the top, right-hand side of the page is set to show disabled users, so you can find the disabled user.
- Find the user whose account you want to enable or disable. Use the search fields, if necessary, to narrow down the list of users.
- Click the name of the user.
- Click the Licenses item in the menu on the left-hand side of the screen.
- From the Login Status field, select Enabled or Disabled.
- Click Save.
If you want to enable or disable multiple users at once, you can either mass edit or use our Users import.
When you disable a user, any active Replicon sessions for that user will be automatically logged out.
Deleting users
To delete users who have not entered time:
- Go to Administration > Employees and Organization > Users.
- Find the user or users whose accounts you want to disable. Use the search fields, if necessary, to narrow down the list of users.
- Enable the check box beside each user.
- Click the Delete button located at the top of the page.
- Click Delete again to confirm.
FAQs
How can we delete a user who has already entered time?
The only way to do this is to first delete their timesheets – payroll, billing, and costing managers have permission to delete timesheets, by default. We don't recommend deleting timesheets, however, since it erases your audit trail.
Related links
Adding users and assigning them user profile settings
About the user profile fields
Using data import to mass add, update, and delete data
About the user profile fields
