Archiving a user = keeping the notes they took, the activities recorded, keeping the sales/opportunities/move-in’s created while they were a user is retained.

Deleting a user = reverting saved notes with no account executive, no account executive listed as A/E on contacts, appointments will be without an A/E, sales/opportunities/move-in’s lose the account executive links.

 

A: BEFORE you delete or archive a user, please be aware!

1. We recommend archiving the user–not deleting the user!—if he/she will no longer be using the system. Deleting the user will break all notes, future tasks, appointments, and activities performed by this user. For this reason, we recommend archiving users.
2. Archiving a user will immediately log that user out from all web and mobile applications of Advantage Anywhere.
3. Archiving a user will immediately disable the Advantage Anywhere username, and invalidate any additional login credentials.

 

If you have read and understood the above conditions and  wish to archive the user, please use the following steps (Administrator access required):

 

1. Navigate to the “Tools” menu in the left-hand side bar.
2. Click “Administration” on the far right.
3. Click “Manage Users,” the first tool on the left.
4. Under the “Active Users” list, click the name of the user you wish to archive.
5. When the dialogue window pops up, click the “Archive” button towards the bottom of the window.
6. Confirm by clicking “Archive” one more time.
7. The user’s name will now be moved to the “Archived Users” list and can be viewed by selecting that list from the drop down menu under “Manage Users.:

PLEASE NOTE: After this procedure, we recommend performing an additional step. Navigate to the contact record of the user you just archived, and change their category to “past staff” or equivalent option. This will take his/her name off the account executive drop-down list.