How to remove a User from Vincere?
If you'd like to remove/deactivate/delete a user from your Vincere site, simply head to Settings > User Management.
Click on the link ⏬ to skip to the section you're interested in:
Select the user(s) you want to remove > Actions > and you'll be presented with 3 options:
Deactivate (recommended):
Deactivating a user revokes their access to your Vincere site.
However, all records owned by the user remain under their name. This simplifies searching for these records and determining which ones require reassignment to another team member. Deactivation retains the user's information within the Vincere Intelligence Suite.
So you have the option to reactivate the user later if needed.
Deactivating a user will also disconnect any API connections authenticated using this Vincere user login. Please make sure to check with your vendor integrations and prepare to re-authenticate using another user login.
IMPORTANT NOTE: Deactivating or deleting the user will not remove the seat/License charge from your invoice. This needs to be requested from your Account manager or through a support case ticket.
Delete:
If you delete a user, this will remove their historical data from the Intelligence suite. For example, any of the actions that they’ve taken inside the system such as adding new records, making placements, and adding comments will be removed from the stats.
Regardless of whether you deactivate or delete the account, the user will no longer be able to log into Vincere and you’ll be able to reassign their seat to a new user.
👉 Deleting the user will also prompt you to transfer ownership of any active Entity list that they own. (Distribution list and Talent pools).
It is not mandatory to reallocate all lists, but please note that this action will delete any active Entity list that you did not reallocate. (Distribution list and Talent pools). We would be unable to reverse this action once it's confirmed by clicking the delete button.
In general, we recommend that you always deactivate a user rather than delete a user. This allows you to keep historical information and still be able to replace the deactivated user with a new user.
⚠️ PLEASE NOTE: If you want to remove the seat from your Vincere account altogether, you will need to contact support.
Deleting a user will also disconnect any API connections authenticated using this Vincere user login. Please make sure to check with your vendor integrations and prepare to re-authenticate using another user login.
Reset Password:
You can also reset one of your user's passwords here too.
Inactive Users:
All deactivated users will be on the Inactive user's list.
If you decide to bring back the user just tick the box beside their name and select
'Re-activate.'
They will now be added to your Active user list.
NOTE: Unable to add back the user? You may have used all your licenses/seats.
#TheVincereWay 😁