Delete User

Users who no longer need access to the ExpensePoint system, such as contractors or temporary employees, should have their accounts deleted to maintain security and reduce potential risks.

Additionally, deleting unused user accounts can free up licenses if you are on a License plan, allowing new users to utilize available licenses or reallocate licenses to active users.

How to Delete a User

1. Ensure that you have the correct user group selected from the top of the workspace. Typically, this will be the All Users group, unless the user belongs to a different group, which you can select accordingly.
2. In the User Tasks navigation menu on the left side of the screen, select Delete User.
3. This will prompt a confirmation window to appear.
   
4. Click Yes to confirm the deletion or No to cancel.

Note: Deleted user accounts can be restored later if needed. Deleting a user does not delete their Expense Reports or history.

Restore Deleted User

Restoring a user account is necessary when a previously deactivated or deleted user needs to regain access to the ExpensePoint system. This typically occurs when an employee who left the organization is later rehired. Their user account can be restored to regain access to the systems and data they previously had access to.

How to Restore a Deleted User

1. Navigate to the Restore Deleted User option from the User tasks navigation menu on the left side of the screen.
   
2. The Restore Deleted User window will open, displaying a list of previously deleted users with the following details:
   1. First Name
   2. Last Name
   3. Department
      
3. Find and select the user you wish to restore, then click OK to reinstate their access.
4. After a user is restored, you will need to adjust the following details:
   1. User Defaults
   2. User Groups
   3. Authoring rights (if applicable)

Watch the video below for a visual step-by-step guide on Restoring a Deleted User.