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Admin - How to Lock or Remove a User

Learn how to Lock or Remove a user

Greg Olsen avatar
Written by Greg Olsen
Updated this week

Only Administrators can lock or remove a user's access. To modify the user role or permissions of a user, see the User Roles and Permissions article.

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 can automatically be locked out after a set number of failed login attempts. Locked Users still maintain their saved queries/screenings/analyses.

How to Lock or Remove a User

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 Lock or Remove and click the stacked menu icon (three stacked dots) to the right of the user’s name.

4. From the dropdown menu, select either Lock or Remove.

If locking a user account, you can select between Lock Now, which will immediately lock the user's account, or Lock at Future Date, which will allow you to set a future date (up to 10 years) on which the user's account will be locked out. Select the lockout time, and click Lock User.

If Deleting a user, the Remove User window will appear, prompting you what you would like 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 select a user to transfer ownership to. Select the user from the dropdown, and click Remove User at the bottom of the window.

If you select to delete the associated records, you will then be asked to confirm the deletion of each of these items. Click the checkbox next to each item, and click Remove User at the bottom of the window.

If they do not have any associated items, there will be nothing to check, and you may simply click Remove User.

You will then see a message confirming the removal of the selected user.

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