Only Administrators can lock or remove a user's access.
For more information on user management, see:
Administrators may Lock or Remove the account of any other Administrator, or Regular user within their organization. A lock is a temporary restriction on a user account that prevents that user from accessing Numetric. A locked user can be unlocked by any administrator or automatically locked out after a set number of failed login attempts. Locked Users still maintain their saved queries/screenings/analyses.
How to Lock/Unlock a User
1. From the application dropdown menu in the top left corner of the screen, select Settings.
2. Click Users under the Organization heading in the sidebar.
3. From the list of users, locate the user you would like to lock and click the three stacked dots to the right of the user’s name.
4. From the dropdown menu, select Lock. This will open the “Lock Out User” pop-up, where you can select between Lock Now, which immediately locks the user's account, or Lock at Future Date, which lets youset a future date (up to 10 years). Select the lockout time, and click Lock User.
5. Once an account has been locked, a lockout date will appear to the far right of the account in the user list. To unlock a user, simply click the three stacked dots again and select “Unlock.”
Removing Users
1. From the Numetric Dropdown menu, in the top left corner of the screen, select Settings.
2. Click Users under the Organization heading in the sidebar.
3. From the list of users, locate the user you would like to remove and click the three stacked dots to the right of the user’s name.
4. From the dropdown menu, select Remove. The Remove User window will appear, prompting you to choose what to do with the Dashboards, Datasets, Tables, Sources, Portals, Emails, API, and Connector Keys of the selected user.
Clicking “Yes” will allow you to transfer ownership to another user.
Clicking “No” will delete anything belonging to the user.
If you select to transfer all associated records, you will be prompted to choose a user to whom to transfer ownership. Select the user from the dropdown menu, then click Remove User at the bottom of the window.
If you select to delete the associated records, you will be asked to confirm the deletion of each item. Click the checkbox next to each item, and click Remove User at the bottom of the window.
If they have no associated items, there is nothing to check, and you may simply click Remove User. You will then see a message prompting you to confirm the removal of the selected user.
