3.2.7 How to Deactivate an Approver User?

Why:

To reassign approval duties and deactivate the user without disrupting workflows.

When:

When an approver needs to be deactivated.

How:

1. Go to the Web App:

   • Navigate to the Setup tab and select Users.

2. Deactivate User:

   • Find the user in the Action column and toggle the Deactivate button.

3. Replace Approver Mandatory:

   • If the user is the sole approver for a checklist, replace them with another approver (orange Replace button).

   • Once all Replace buttons are grey, the Deactivate button will activate.

Note:

Only a System Admin can deactivate or re-activate users.