Select Edit
Agents under Administration
| Workspace | Users & Roles on the FootPrints Toolbar.
Select the user from
the Users
drop-down list.
Click the checkbox
to delete the user from the current workspace. A confirmation is displayed.
Enter your password
and click GO. A
confirmation is displayed.
If the user has assignments
in the current workspace, an option to re-assign the user's Issues is displayed.
There are
three choices:
Leave
assignments as-is—The
Issues remain assigned to the (deleted) user. When the Issues are viewed,
the user ID (not user name) is displayed. The Issues can be re-assigned
individually when they are edited.
Unassign
the deleted user from assignments—The
user is no longer assigned to the Issues. If
the deleted user was the only assignee on an Issue, the Issue becomes
unassigned. If the Issue was assigned to other users (or to a Team), the Issue remains assigned to the
other users or Team.
Reassign
assignments to—Select
a user or Team to whom you reassign the deleted user's Issues. Hold down
the CTRL
key to select multiple users.
In addition, you can limit the re-assignment
or unassignment to certain statuses. For example, you may only want to
re-assign Active Issues (Open, Pending, etc.)
Check here to disable the default of updating the Date and Time of Last Edit when unassigning or reassigning these Issues—Normally, when an assignment is changed for an issue, the Last Edit date and time are updated. Check this box so that, in this circumstance, the Last Edit date and time are not updated when deleting this user.
Enter your password
and click Save. If
you re-assigned or unassigned Issues, it may take a few minutes for the
changes to take effect.
To delete the user
from all workspaces, you must go to the System Administration User
Management page.
NOTE
If an mail preferences are configured to send an agent a notification when a customer opens a new request or when an incident/problem report is created, removing the agent from the workspace or removing the agent's account will not change that configuration. Instead you must administer the Mail Preferences page and remove the agent from the notifications list(s).