Update, Disable, or Retire a System User
Update, Disable, or Retire a System User
Overview
This guide will help you change a user's identity or access, disable sign-in, or retire the account while preserving audit history.
Updates change authentication/access state. Source blocks deletion of a super administrator and states that historical transactions are retained for other users, but the exact removal implementation remains under verification.
Who can do this
You need access to System Users Update; System Users Delete plus explicit account-retirement approval.
Before you start
Identify the user by stable record ID and username. Review active sessions, assigned role/companies, transaction ownership, audit requirements, and replacement responsibility.
Where to find it
Back Office → User Management → Manage System Users.
Update, Disable, or Retire a System User
Step 1: Filter and select the exact user
Step 2: For profile/access changes, edit approved fields, role, Active User, or
For profile/access changes, edit approved fields, role, Active User, or Allow Login.
Step 3: Change the password only through the authorized credential-reset process
Step 4: Choose Update and confirm
Step 5: For immediate access suspension, disable Allow Login and/or Active User
For immediate access suspension, disable Allow Login and/or Active User before considering removal.
Step 6: Choose Delete only with explicit approval and after reading the
Choose Delete only with clear approval and after reading the transaction-history warning.
Check your work
Confirm sign-in is allowed or denied as intended and that historical reports/activity still identify the user.
If something goes wrong
- Do not delete an account solely to revoke access; disabling is safer when supported.
- Do not reassign a user to a broad role as a temporary fix.