In this guide, you'll learn how to archive users from appearing within the people section of the workflows dashboard. we'll also discuss how to permanently remove them from the workflow, deleting any history/logs associated with their workflow progress.
Archiving a user from a workflow
You can archive a user from a workflow with the following steps:
In the Home menu, click Workflows, then click on the desired workflow.
Find the user you wish to archive and click the ... icon to right-hand corner of their profile, then click Archive.
Unarchiving a user from a workflow
To unarchive a user from a workflow, you can follow these steps:
In the Home menu, click Workflows, then click on the desired workflow.
Click Show archived and find the user you wish to unarchive.
Click the ... icon to the right-hand corner of their profile, and click Unarchive.
Deleting a user from a workflow
You can permanently remove a user's history from a workflow with the following steps:
In the Home menu, click Workflows, then click on the desired workflow.
Click Show archived and find the user you wish to delete.
Click on the users profile, and then click Delete in the top right hand corner.
A pop-up will appear asking you to confirm the deletion. When you're ready, click Confirm and remove workflow item.
All history of the user's completion/progress within the workflow will be deleted.
