Disabling a User's Login
When a user leaves your organization, a best practice suggestion is to disable their login. This leaves your historical data intact but will revoke their access to CapitalForecastDirect.
How to Disable a User
- Click on Account Setup.
- Click on the Users link.
- Click on the name of the user you would like to disable.
- Scroll down the Update User page to the Disable Login? option.
- Put a check mark in the box. The Effective on date will populate with today's date, but you can enter a different date if needed.
- Click Save/Next Step to save this information. You can then navigate back to the user list. Disabled users will be marked with this icon () beside their name.
Deleting a User
In order to protect your data integrity, we highly suggest disabling the user instead of deleting. Deleting a user may have a negative impact on your reporting by misrepresenting who was responsible for needs or building components.
- Click on the Account Setup Tab.
- Click on Users
- Find the name of the user that needs to be deleted and click the user's name.
- Click the Delete button on the user's information page. *Note: This action cannot be undone.