How to disable a Recordbase user

Disabling a user account prevents someone from logging into Recordbase while preserving their historical data and activity. This is useful when staff leave the organisation or no longer require access.

Steps to Disable a User

1. Navigate to the Users Screen
   1. In the left sidebar, navigate to Administration
   2. Click Users & Roles
   3. Click Users
2. Located the User
   1. Use the search bar to find the user by name or email address
   2. Click on the user’s name to open their profile
3. Disable the User Account
   1. In the left sidebar, navigate to Account details
   2. Click Disable account

Optional: Remove Roles and Team Access

Remove Roles:

• In the user’s profile, click the Roles tab
• Click Remove next to each role you wish to revoke
• Click OK in the prompt displayed

Remove Team Access:

• In the user’s profile, click the Teams
• Click Edit.
• Untick the checkboxes for any teams you want to remove access to.
• Click Save to save your changes.

The user is now disabled and, if applicable, no longer has access to any roles or teams. You can re-enable the account in the future by reversing these steps.