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Help center > Frequently Asked Questions > Getting Started > How can I edit, delete or archive Users?

How can I edit, delete or archive Users?

edit, delete or archive Users

Worxmate lets you to edit, archive and delete Users. However you must have admin privileges to edit, archive and delete Users.

 

Points to Know:

  • You can archive a user at any point of time however its always a good practice to review OKRs progression before archiving a user.

  • You cannot edit email id for the selected user.

  • To delete user, there must be no objectives owned by that user.

  • You cannot delete a user with Manager profile. Witsmate recommends a management decision to assign a replacement before deleting/archiving a Manager.

To edit, archive or delete a User perform below listed steps:

  1. From the Vertical Menu Bar, click Settings and go to the Users tab.

  2. You can search for a user by name or by associated team & edit the following details of a user:

    1. Edit the first and last name of the user.

    2. Edit assigned Role and Designation.

    3. Edit the reporting manager.

    4. (Optional) Edit and Select up to 5 teams to which the user belongs to.

Click three horizontal dots and select from the Archive, Edit and Delete options.

To edit a user :

To Archive a user :

To Activate a archived user back :

To delete a User you must make sure the user has no objectives assigned: