Delete Users From Projects
Most user administration tasks are performed from the
Project Administration Screen. The Delete Users from Projects section of the System Administration
User
Management page is a convenient place to remove large numbers of users from multiple projects.
The general form of this procedure is to:
- Highlight users in the "users picker".
- Add the users to the list of selected users.
- Display the list of available Projects.
- Pick the Projects from which you want the users deleted.
- Delete the users from the Projects.
The detailed procedure is as follows:
- Select Administration | System from the FootPrints Toolbar, then select User Management from the Users section of the main frame.
- Select the Add Users to Projects tab. The page displays a list of users, as well as drop-down fields and a checkbox to help filter the users. The drop-down fields and checkbox are as follows:
- Select users drop-down—Options are:
- All Users—All of the users in all Projects.
- Agents—All Agents, including administrators, in all Projects.
- Unique Customers—Customers in all Projects who have each of them a unique login.
- Shared Customers—Customers in all Projects who share their logins.
- not in—Check this box to find users who are not in the Projects you designate in the Projects drop-down field.
- Projects drop-down—Select the Projects from which to choose the users or from which to exclude them if the "not in" checkbox was checked.
- When you have finished setting up the filter to obtain the users list, choose the users to be deleted from Projects. To do so, highlight the user(s) in the list, then click the right arrow button (
) to move the highlighted user(s) into the Selected Users field. To remove a user from the Selected Users field, highlight the user in the Selected Users field and then click the left arrow (
).
- Click the
Load Projects button. A list of Available Projects is displayed, as well as an empty Selected Projects field.
- Choose the Projects from which the user(s) are to be deleted. To do so, highlight the Project(s) in the list, then click the right arrow button (
) to move the highlighted Project(s) into the Selected Projects field. To remove a Project from the Selected Projects field, highlight the Project in the Selected Projects field and then click the left arrow (
).
- Once you have specified all the users and the Projects from which they are to be deleted, click the
Save button. The users are deleted from the Projects.