Dissociating and Restoring a user in your account

Created by Joshua Ort, Modified on Mon, 15 Apr 2024 at 07:35 PM by Sandra Serafini

See the tutorial below to dissociate a user from your RefInsight account and restore a previously removed user to your account.

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13 STEPS

1. This tutorial shows how to dissociate a user from your RefInsight account. It also shows how to restore a previously removed user to your account.

To start, click Directory.

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2. Find the user in question and click the magnifying glass next to their name.

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3. Under the User Details region, click Edit Profile.

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4. Scroll to the bottom of the page and click Disassociate Official.

The user's profile will still exist within RefInsight, but the user will no longer be associated with your account.

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5. Confirm this action by clicking Disassociate Official.

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6. The user is no longer listed in the Directory. Their name will still appear in various reports, such as Assignments by Official.

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7. To restore a disassociated user to the Directory, click Settings.

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8. Click Removed Users

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9. Search for the user to be restored and click the plus sign next to their name.

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10. Confirm this action by clicking OK.

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11. The user is no longer in the Removed Users list.

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12. Click on Directory to see the restored user.

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13. The user has now been restored to the Directory.

Thank you for watching the tutorial on Dissociating and Restoring a user from your RefInsight account.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2365109/Disassociating-and-Restoring-a-user-to-and-from-your-account

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