Managing user access is an essential part of maintaining security and ensuring that the right individuals have access to the right data. In this guide, we'll walk you through the process of disabling users in the KEY ESG platform. This article provides simple, step-by-step instructions for fund managers to manage user access effectively.
When Might You Need to Disable a User?
There are several scenarios where disabling a user in the KEY ESG platform might be necessary, such as:
An employee leaving the organisation: To ensure they no longer have access to sensitive data.
A team member changing roles or departments: If their responsibilities no longer require access to the platform, disabling their account prevents confusion or accidental changes.
Temporary access needs to be revoked: For example, a consultant's role has ended, or a project-based access requirement is complete.
Disabling a user is a secure and straightforward way to ensure that only authorised personnel maintain access.
Who can disable users? Administrators
Which roles can be disabled? All roles, including Administrators.
Disabling Users as a Fund Manager
If you're a fund manager, the process is straightforward:
Switch to the Fund Manager Platform
Navigate to the Fund Manager view within the KEY ESG platform.
Access the User Management Portal
Scroll down to the Setup section and click on Users to see a list of all associated users.
Disable the User
Click the three dots at the end of the user's row.
Select Disable User and confirm the action by clicking Yes, disable.
The disabled user's role will update to "No Access," and they will be completely removed from accessing any associated companies.
Final Notes
Disabling users is an important step in maintaining security and operational efficiency within the KEY ESG platform. By revoking access when employees leave, change roles, or no longer need temporary access, you help protect sensitive data and streamline user management.
Need Help?
If you encounter any issues or have questions, our team is here to assist you:
Use the in-platform chat function to get real-time assistance.
Email us at support@keyesg.com, and our support team will be happy to help.