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Tip

Aptify recommends that you disable users rather than delete them. When you disable a user, the account is no longer active, but the historical information related to that account remains valid within the system. When deleting a user, an organization also needs to delete all records that are linked to that user (alternatively, an organization could relink these record to another user, such as a test user account). In either case, the record history associated with the user may not longer be valid or easy to identify.

 

Follow these steps to delete a user account:

  1. Log into Aptify using a user account that has system administrator privileges (such as sa).
  2. Expand the the Users Administration application  application in the Navigation Bar, if - necessary.
  3. Open or create a view of the Users service.
  4. Open the User Administration wizard for the user you want to delete and remove the user from all of his or her Groups (as described below).

    Note

    The Aptify User Administration wizard is not supported in the Aptify web interface.

     

    1. Double-click the Users record you want to delete to open the User Administration wizard and proceed to Step 8 of the wizard.
    2. Remove the user from all of the Aptify Groups (by removing the check marks in the include column). See the figure below for an example.
    Remove User from Groups Image Removed

    1. Remove User from GroupsImage Added

    2. Clear
    the
    1. the Primary Group
    link
    1.  link box.
    Click
    1. Click Next
    to
    1.  to continue.
    2. Complete the wizard and
    click
    1. click Finish
    to
    1.  to save your changes to the user's group assignments.

  5. In the Users view, select the user you want to delete and press the the Delete key key.
  6. Click Click Yes to  to confirm the delete operation.
    • If the user has never logged in to Aptify, the system deletes the record. Proceed to step 11.
    • If the user has previously used the system, the Record Dependency message appears. Proceed to step 7.

  7. If the Record Dependency message appears, click click OK to  to view the dependencies.Record Dependencies Dialog Image Removed 
    Record Dependencies DialogImage Added 
  8. Write down the names of the entities that have records linked to this user.
    • Typical entities that have records linked to users include:
      • Application User Entities
      • Application Users
      • Dashboard Area User Values (see note below)
      • Dashboard Part User Values (see note below)
      • Dashboards
      • Form Templates
      • User License Assignment
      • User

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      • Values

        Info

        The Dashboard Area User Values and Dashboard Part User Values services are not associated with an Application by default. You need to add these services to one or more applications to delete the linked records. See

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      • for details.

 



  1. Delete the records that are linked to the user. Alternatively, you can relink a record to a different user if you do not want to delete it.
    • To easily locate the relevant records in a service, create a targeted view of each service that contains dependent records using the User record's UserID as a filter.
    • If the record you want to delete has its own dependencies (for example, a Dashboard may have multiple Dashboard Areas linked to it), note that you need to delete those dependencies before you can delete the record.

  2. Return to the Users view and delete the Users record.
    • If you deleted or relinked all of the user's dependent records, the system should now successfully delete the user.

  3. If you want to delete the user's SQL Server Login, connect to the SQL server using Microsoft SQL Server Management Studio and delete the user's login.
    • Refer to Microsoft's on-line Help for information on how to use SQL Server Management Studio. The following steps summarize the procedure for deleting a SQL server login:
      1. Connect to the SQL server via Management Studio using an account that has system administrator privileges (such as sa).
      2. In the tree, expand the heading for your SQL server and select
    the
      1. the Security > Logins
    menu
      1.  menu item.
      2. Select the user login that you want to delete and press
    the
      1. the Delete
    key
      1.  key.
    Click
      1. Click OK
    to
      1.  to delete the login.
    Note:

 

Note

The system removes all database privileges to the Aptify databases when deleting a user. However, the system does not delete the user's SQL Server Login account since other systems may also be using this account. Therefore, if you want to delete the user's SQL Server Login, you need to use SQL Server Management Studio to delete it.