Deactivating Persons from a Role

Persons can be deactivated from a role. The following rules apply when deactivating persons attached to roles:

• Only persons who have an Actor Role status of Active can be deactivated.
• Once persons have been deactivated from the role, they are removed from the role.

 

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the User Management section, click Role.
   Result: The Role list window is displayed.
3. Click the link for the appropriate role.
   Result: The role Detail tab is displayed.
4. Click the Users tab.
5. Click the Select User drop down arrow and select Person.
   
6. Check checkboxes of the Pending persons to be deactivated.
7. Click Action > Deactivate.
8. Enter a deactivation comment.
9. Specify whether or not you want the selected requirements to be kept in any Current Actor/Person records.
10. If the requirements will not be kept in Person records, select one of the following options:

Option	Description
Deactivate	If this option is selected, the requirements are removed from the Person record.
Suspend	If this option is selected, the requirements are suspended in the Person record. A decision can be made later about whether to keep or deactivate the requirements.
Keep	If this option is selected, the requirements will no longer be associated with the old role and will be kept in the Person record.

11. Enter your password.
12. Click the Save button.
    Result: All selected persons are now removed from the role.

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Activating Person Role Requirements

Changing Person Role Requirement Defaults

Adding a Document Type to a Person Role

Deleting a Document Type from a Person Role

Deactivating Role Requirements

Adding Roles to a Position

Viewing Users Attached to Roles

Adding Persons to Roles

Removing Persons from a Role

Activating Persons for a Role

Person Setup