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 administrators of a standalone company 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 an Administrator of a Standalone Company
Access the User Management Portal
Start on your company's homepage within the platform.
Scroll down to the Setup section and click on Users.
This will take you to the User Management Portal, where all users with access to the account are listed.
Select the User to Disable
Locate the user you want to disable in the list.
Navigate to the three dots at the end of their row and click on them.
Disable the User
From the options, select the red button labelled Disable User.
A confirmation message will appear asking, "Do you want to disable this user?"
Click Yes, Disable to finalise the action.
Once disabled, the user will no longer have access to the company account, and their profile will be updated accordingly.
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.