Deleting or disabling users
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Deleting or disabling users in the Polaris help.
It isn't possible to delete a user who had data entered, but it is possible to disable their account. Disabling an account is useful if an employee leaves your company, either permanently or temporarily, since it frees a license, but retains a record of their time and settings.
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.
Disabling users
To disable a user's account:
- Go to Administration > Employees and Organization > Users.
- Find the user whose account you want to 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 Disabled.
- Click Save.
You can also disable multiple users at once.
When you disable a user, any active Replicon sessions for that user will be automatically logged out.
If you need to enable a disabled user, use this same process, but first ensure the User Status field located at the top, right-hand side of the page is set to show disabled users.
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 and editing users
About the user profile fields
Using data import to mass add, update, and delete data
Adding and editing users
About the user profile fields
