Locating a User
Within Validis, the Manage Users function allows you to view/modify the users in your portal. This function is restricted to users with the Client Admin or Client Manager profile type, please see our guide below for more information on the profile type permissions.
User Profile Types - Permissions
First, click Menu > Settings on the top right-hand side of the dashboard.
You will land on the Portal Settings page once loaded. Please then select the Manage Users tab from the left-hand menu.
Deleting a User
To delete a user first search for them on the Manage Users page.
Use the filters at the top to find a specific user. These filters allow you to search by name, email, profile type, or user status.
Once the user is located, click on the 3 vertical dots and select the Delete user option.
You will be shown a warning asking you to confirm that you wish to delete this user.
Click Confirm to continue deleting the user or back out with Cancel.
Please Note: Users can only delete other users with a 'Profile Type' with fewer permissions than themselves.
To delete a user with the same profile as yourself you must 'Edit' the profile and change the user profile type.