What To Know
- This blog post will provide a detailed guide on how to delete users in Bitrix24, covering various scenarios and ensuring a seamless experience.
- To delete a user, navigate to the “Employees” section in the Bitrix24 sidebar.
- To permanently delete a user’s data, you can use the “Purge” option in the “Employees” section.
Managing user accounts is crucial for maintaining a secure and organized Bitrix24 environment. Knowing how to delete users who are no longer active or required is essential. This blog post will provide a detailed guide on how to delete users in Bitrix24, covering various scenarios and ensuring a seamless experience.
Step-by-Step Guide to Deleting a User
1. Accessing the User Management Section
To delete a user, navigate to the “Employees” section in the Bitrix24 sidebar. Click on the “Employees” tab and select the “All employees” option.
2. Selecting the User to Delete
Locate the user you wish to delete from the list of employees. Click on the checkbox next to their name to select them.
3. Deleting the User
Once selected, click on the “Actions” button located at the top right corner of the page. From the dropdown menu, select the “Delete” option.
4. Confirming the Deletion
A confirmation dialog box will appear asking you to confirm the deletion. Click on the “Delete” button to proceed.
Deleting Multiple Users Simultaneously
If you need to delete multiple users at once, follow these steps:
1. Select the “Actions” button and choose “Select all” to select all users on the current page.
2. Click on the “Actions” button again and select “Delete.”
3. Confirm the deletion by clicking “Delete” in the confirmation dialog box.
Deleting Users with Active Tasks
When deleting a user with active tasks, you have the following options:
1. Reassign Tasks: Select the “Reassign tasks” option before deleting the user. This will allow you to assign their tasks to another user.
2. Delete Tasks: Select the “Delete tasks” option before deleting the user. This will remove all of their tasks from the system.
3. Leave Tasks: Select the “Leave tasks” option before deleting the user. This will leave their tasks unassigned.
Deleting Users with Linked Documents
If a user has linked documents, you can choose to:
1. Transfer Documents: Select the “Transfer documents” option before deleting the user. This will transfer their documents to another user.
2. Delete Documents: Select the “Delete documents” option before deleting the user. This will remove all of their linked documents from the system.
Deleting Users with Active Subscriptions
If a user has active subscriptions, you need to cancel them before deleting the user. To do this, navigate to the “Subscriptions” tab in the “Employees” section. Select the user’s subscription and click on the “Cancel” button.
Deleting Inactive Users
To delete inactive users, follow these steps:
1. Navigate to the “Employees” section and select the “Inactive employees” tab.
2. Select the checkbox next to the user you wish to delete.
3. Click on the “Actions” button and select “Delete.”
Deleting Users from Groups
To delete a user from a group, follow these steps:
1. Navigate to the “Groups” section in the Bitrix24 sidebar.
2. Select the group from which you want to remove the user.
3. Click on the “Users” tab and select the user you wish to delete.
4. Click on the “Actions” button and select “Remove from group.”
Frequently Asked Questions
Q1. What happens when I delete a user?
A1. When you delete a user, their profile, tasks, documents, and subscriptions will be removed from the system.
Q2. Can I recover a deleted user?
A2. No, deleted users cannot be recovered.
Q3. How can I permanently delete a user’s data?
A3. To permanently delete a user’s data, you can use the “Purge” option in the “Employees” section. This will remove all traces of the user from the system.
