Update users

To update or delete a user (associate), start by selecting the user from the Associates tab.

1. Select Users in the Navigator.
2. Select the Associates tab.
3. Select the required user in the list.
   • The user’s information is displayed in the preview section on the right.

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Edit associate

1. Make your changes.
2. Click Save.

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Delete associate

1. Click the Delete button. You cannot delete users who are logged on.
2. Check the required option in the Remove User dialog.
   • Remove user licenses
   • Mark associate as former employee
   • Delete associate [login ID]
   • Delete associate [login ID] and contact [full name]
   These options are ranked according to their impact. Click an option to display a description of what will happen on deletion.
3. Click OK.