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Removing a User or Integration Account

You can remove a user account or integration account from any contact or staff member in the Organization work area by setting the Account Type to None in the Account Options dialog box. The account will also be removed in any work area to which the contact or staff member has been added. When you remove an account, all information currently entered on the Account page is permanently lost, including Security information in your workspaces and portfolios. To restore an account, you will have to recreate the account from the Organization work area and re-enter all of the account information.

An alternative to removing an account is to temporarily deny access to the certain areas of Proliance. With the exception of your security settings, this method will retain your account information should you later wish to grant access to the account again. For more information, see "Setting Work Area Access".

To remove an account, your security role must have permission to update, and delete accounts. If Organization access is currently denied the account, you must also have permission to create accounts. For more information, see "About Security Permissions".

To remove an account

1. Open the Contacts or Staff register from the Organization work area.

— or —

Open the Contacts or Staff tab from the Organization work area.

2. Select a contact or staff document and click the Account page.
3. Click Edit.
4. Next to the Account Type field, click Account Options and select None from the Account Options dialog box.

Proliance clears all account information in the dialog box and on the Account page. Until you save the document, you can still change the account type back without losing any data.

5. Click Save.

Proliance saves the contact or staff member and also removes the account in the corresponding workspace documents.