When a staff member leaves the organization, you must remove their access completely to prevent unauthorized changes to your account. The Portal Administrator can disable user access as needed.
If departing staff member is a Wisenet Portal Administrator:
BEFORE they leave, arrange a new Portal Administrator.
- If they are an existing Staff member, Modify User Access
- If they are a new Staff member, Invite a New User
After staff member leaves:
- Log in to Wisenet > Users
- The Manage Users Summary page will open – for each profile, this will list the number of:
- Current Users
- By clicking on the number of Current Users, you should be able to see who is currently logged in under the Logged into Wisenet column
- Invitations that have been sent, accepted, expired, declined and cancelled
- Click on the number under each status to view more details if needed
- Current Users
- Identify the User. There are two ways to search to view current users:
- Click on the current user number for the relevant profile, or
- In the Profile drop down, select the relevant profile
- A list of users matching your search will be returned. Click Modify under the Action column
- The User’s current access will appear
- To disable a User’s access, Toggle to No Access for each product
- Click Save
- This will permanently delete the user account from the Wisenet Portal. You will be presented with a warning message, click OK
Checklist
If Staff member was a Trainer, Update all Trainer Timetables linked to the Staff member
Make Notes on Staff files