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User Cleanup

Regularly review users and access, removing or deactivating accounts that are no longer needed.

#Purpose

Keep access tight and current.

#When to use this

As part of routine maintenance and after departures.

#At a glance

DetailValue
Required permissionsUser management (CEO or admin)
Administrator levelCEO / Admin
Portal areas usedUsers, Roles

#Step by step

1

List users and roles

Review who has access and at what level.
2

Identify stale access

Find accounts no longer needed or over-privileged.
3

Deactivate or adjust

Suspend unused accounts and right-size roles.
4

Reassign and delete

Reassign work, then soft-delete departed users.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • Stale accounts are a security risk — deactivate them.
  • Apply least-privilege when adjusting roles.

#Best practices

  • Review users on a cadence.
  • Deactivate promptly when access is no longer needed.

#Common mistakes

  • Leaving departed users active.
  • Too many admins.

#Troubleshooting

If this happensTry this
A user still has access after departureDeactivate the account and end their sessions.

#FAQ

Deactivate or delete stale accounts?

Deactivate first; soft-delete once you are sure, preserving history.

#Keep exploring

#Business modules & workflows

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