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Archive a user on the Access Compliance Software via Access Evo

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Written by Huzayfah Patel

To archive a user in the LMS via Access Evo:

  1. Once logged into Evo, click on the Members icon . This will open the Members tab and display all of your Evo Users.

  2. Search for the user you want to archive using the search field.

  3. Click the 3-dot menu in the top right corner of the user's card and click Manage Roles.

  4. Click on the Compliance dropdown and select No Access.

  5. Click Save Changes.

  6. Click Apply in the confirmation window. You may briefly see a progress dial while the role is archived.

  7. Once finished a confirmation window will show 1 member's role has been removed for Compliance. Click Close.

The user has now been archived from the Access Compliance Software; they will no longer be able to log in or access the system. You can still search for this user on the Compliance Software in the Account Settings, and they will remain in the system against any records that had been assigned to them.

Please Note: If the user had tasks assigned to their profile at the time you archive their account, these will become unassigned. You have the option to reassign tasks within the manage task section of the Compliance system.

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